Let’s go Hunting, Fishing and Enjoy the Great Outdoors’s Together!
Welcome to our site! I hope you can take a minute so you can know almost everything about me right here!
I love to combine my passion of the outdoors with my work as a financial planner. You do not have to be an outdoors enthusiast for me to help you. First off, we are different we don’t sell financial product like others. We don't promote "free" steak dinner seminars to sell high commission annuities. We just personally partner with you to help in any financial area you in your financial planning needs; investments, insurance, taxes, budgeting, saving, spending, etc.…I'm just a phone call or email away to provide personal advice and service for you.
I am also a fiduciary financial advisor – meaning we put our client’s best interests first; PERIOD. Along with my passion for the outdoors is my passion for helping people. I offer complimentary no-obligation professional reviews to help you understand what you have and how it should work for you- investments, insurance, & taxes. If you are just paying bills and spending day to day that is not a strategy or plan. I can help you put together a better plan. Many times I make suggestions that save people money or improve their investment results immediately.
As you will see this website is for the outdoor enthusiast. It is a virtual huge encyclopedia of great information that I am continually adding to- check it out and use it anytime you want.! Please share it with friends and family who could use it. I also enjoy spending quality time taking select clients on guided day trips with some of Northern California's top Fishing and Hunting Guides. Let me know if that is of interest to you.
Before retirement it is critical to have a solid income and tax plan so your money can last your lifetime. With my knowledge, experience and national support I can help you do that. Maybe you have had a life-changing event- a marriage, new job, job loss, new child, parent passing on or inheritance. This is a great time for a second opinion and expert advice.
While you are here, don't forget to sign up for on our periodic email. You will get timely tips and information that can help you succeed. An email reply is also an easy way to contact me whenever you need help with something in the future.
Have more questions or need some specific help? Use our free and secure contact form to ask a question. You will get a friendly reply within 24 hours to help point you in the right direction or schedule a phone call.
Our Investment Philosophy
It is our belief that there are three general market environments; the long term BULL market, long term BEAR markets and sometimes a lot of up and down- but just FLAT markets. Although these markets can last for years, they are often interrupted by shorter term BULL (rising) or BEAR (declining) periods which can provide opportunities or great peril depending on your specific investment allocation. Everything cycles- Stocks, Bonds, Real Estate, Commodities and even oil. There are usually opportunities for tactical management or alternative investments to take advantage of these sector opportunities.
We attempt to diversify our client portfolios in a wide range of asset classes and investment strategies which are grouped into convergent (“sailing”) strategies that target upside capture during bull markets and market independent (“rowing”) strategies that aim to protect the investors during volatile bear markets. To add further diversification, our institutionally managed portfolios may include an allocation to alternative investments or tactical opportunities which are largely uncorrelated to the traditional stock and bond markets.
Our Investment Philosophy is grounded in the belief that portfolios should be diversified between these varying asset allocation methodologies and most importantly stay within your individually pre-defined risk tolerance.
Click on the following link to watch the Sailing and Rowing video which explains differing market conditions.
Diversification/Asset Allocation does not ensure a profit or guarantee against loss.
Sailing & Rowing