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Your Retirement Income

Comfortable. Conservative.

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It’s Time For a New Approach

Find out how your retirement can be comfortable and conservative. Read what our clients are telling us:

You are 3 Steps Away From Sleep Well At Night Investing

Schedule an Introduction

Let’s meet to learn more about you and introduce you to our unique approach.

Listening Session

We will work to help clarify your vision and to identify areas for improvement.

Your Regular SWAN Review Process

We will discuss strategies that can work for you and start implementing your personal SWAN process.

Looking to Sleep Well at Night?

"We have greatly valued James's advice and investment choices over the last 10 years. Looking forward to working with him for many more years!"

A.V. and B.N.

"He's very approachable and takes the time to really get to know his clients. His conservative approach to investing is welcoming. James has a very calm and stable approach when dealing with volatile markets.  He doesn't get caught up in the 'hype'."

J.E. and J.E.
Let's Get In touch
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