Absolute Return Solutions
Whether you want to protect and grow your nest egg or leave a legacy to benefit your loved ones for generations, our team employs advanced planning tools and strategies to help you toward achieving your financial goals. We take a holistic approach to our client’s needs and use conservative investing strategies to help our clients’ realize their goals. Between our specialty of distribution planning and our Absolute Return investment philosophy, our clients know that they have an income plan and that their investments are designed to make money in up or down markets. As an independent firm, we pride ourselves on being able to provide the timeliest advice based on what is best for our clients. We are not beholden to any large brokerage firm or insurance company. Therefore, all of our services are geared to what is in the best interest of our clients. It is our fiduciary responsibility. Each of our clients is treated with the utmost respect to insure that they are comfortable during their planning process. We even like to go above and beyond with freshly baked cookies for everyone who comes to our office. During the year, we have multiple events for our clients – from fun appreciation events to workshops for those who want to stay up-to-date with the ever-changing financial world.
Jim Black and Brian Decker have over 28 and 30 years of experience, respectively, in guiding you in building your financial independence. Jim and Brian have created a client-centric financial advisory firm that assists clients in reaching their financials goals by first determining their clients’ core values and then building solutions based on these values. Jim and Brian believe no two investors are alike. Their philosophy involves helping their clients minimize taxes while providing the potential for maximum income at an appropriate risk level. Our goal is to ensure that each client has a comprehensive and customized plan to fit their goals and needs. Our areas of expertise include:
- Distribution planning
- Risk reduction planning
- Estate and charitable planning
- Liability and tax minimization strategies
- Long-term care planning
- Portfolio management using Absolute Return models
- Social Security optimization
Together, Brian and Jim have combined their knowledge of financial planning and the money management business, which provides a strong foundation of knowledge to help plan your future. Collectively, they have the problem-solving abilities to create solutions designed to help you build, preserve, and transfer your wealth effectively.
For more information go to Absolute Return investment philosophy.