We also assist Businesses, Professional and families, with a more modest portfolio, who may just need some asset allocation advice and perhaps some basic financial planning help. We are in the financial services business with a very unique approach; we help people find money they are loosing unknowingly and unnecessary. Using those dollars found to solidify their financial future, without impacting their current lifestyle. We believe there is more opportunity to serve our clients by helping them avoid the losses, than by picking the winners.