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That's why our approach considers all aspects of your life as we create and implement your unique plan together. We view retirement in five distinct phases, which we call AGILE. In each phase, we help you navigate critical decisions and milestones on your path to reaching your goals. We address your financial and personal considerations through a range

The focus of the Total Return portfolio is to compound interest, dividends and capital gains while combining defensive mechanisms to combat market loss. Stay ahead of inflation with a conservately managed portfolio that targets above average returns with an intelligent Total Return strategy. This strategy takes a macro economic approach. We identify