Our goal is to build an income stream sufficient to meet your retirement needs. We also want the income stream to increase over time to offset inflation. To do this, we invest in a portfolio of common stocks of some of the best, high quality, financially strong companies in the world.

While the Standard & Poor’s 500® is made up of 500 of the largest companies in the United States, we DON’T include it as an investment in our clients’ portfolios.

Keith grew up on a dairy farm. It recently occurred to him that his father, the farmer, was just like a dividend investor.

The earlier you begin saving, the more time compound interest has to do its thing–much to your benefit.

We review Medicare Premiums for 2024 and what it means for everyone 65 and above.