, Real Estate Investments, Tax Preparation/Incentives, and Asset and Wealth Management, etc. Our 30-10-60 Portfolio is designed for the beginner or that savvy entrepreneur to soar to new heights while creating multiple streamlines of income for

a suitable asset allocation strategy, controlling investment risk and expense, selecting investment managers, measuring and evaluating investment returns and analyzing equities, hedge funds and real estate. The firm also provides consultation services for updating and reviewing investment policy statements and