Provide financial and tax counseling to the Army, Navy, Marines, Air Force, Coast Guard, Department of Defense and families located worldwide.Provide guidance on financial issues such as money management, personal taxes, basic budgeting, debt management, and assistance with housing issues.Focused on short and long term strategies to help individuals identify solutions to secure their financial future. Our financial-counseling goal is to provide the most effective counseling in the most efficient way possible so that service members and families can focus on the mission and live their lives.Our Financial Consultants can assist with basic money management. We help with reviewing savings plans, investing plans, stocks, bonds, and retirement plans. The Thrift Savings Plan is one of the largest retirement plans in the country and our consultants can educate the investors on Traditional or Roth IRA’s. Our tax team consists of experienced consultants, many with IRS certifications that guide our military members to complete their tax returns. We strive to stay current on special tax laws that involve deployment, combat pay, reserve duty, Military Spouse Residency Relief Act, foreign moves, filing extensions, and a multitude of state specific military laws.

INVESTMENT ANALYST / MARKET STRATEGIST Created practice to offer independent research and analysis to protect wealth and seek reasonable and absolute returns for private individuals. Models were developed and back tested for proper diversification of assets to manage risks as well as provide absolute returns. A systematic approach is used by creating unique technical models to determine world market trends. Market correlations are monitored in detail and macro events are studied to evaluate the variables that may enhance or hinder returns. Provide continuing education and new product research to provide clients and readers an unbiased opinion for suitability. Monitor investment results and structure of products to evaluate risk/reward potential. Seek tax advantage strategies and provide education on IRS code changes. Conduct detailed portfolio analysis to measure diversification and potential risks.Use of proper asset allocation models based on portfolio objectives, risk tolerance, and time horizon. Seek income opportunities through dividend paying stocks, MLPs, CEFs, REITs, and mutual funds. Focus Buy Rated stocks are monitored daily for institutional shifts, price targets, and earnings expectations. Portfolio monitoring and rebalancing occurs regularly to measure relative and absolute values vs. benchmarks. Investment models are not built from the past but on economic principles that make common sense. .