Having a plan for “down markets” is important in retirement. Don’t get caught off guard.
— Aurochs Financial Group Success Principle
As part of the planning process, we are available to directly assist you with implementing the strategies that have been agreed upon. In addition, we work closely with you and your other advisors because we believe (as the Japanese proverb tells us), “None of us is as smart as all of us.”Read More
The best financial advisors try to accomplish goals with the fewest moving parts at the lowest costs.
— Aurochs Financial Group Success Principle
As we manage YOUR plan, we also coordinate your team of specialists as needed, including tax, insurance, estate, and legal team members.Read More
“The essence of investment management is the management of RISKS, not the management of RETURNS. Well managed portfolios start with this precept.”
— Benjamin Graham
A key component of your financial success is managing your investments in the context of your goals and your tolerance for risk. This important step, which many fail to take, requires a detailed understanding of your current, comprehensive financial plan.Read More
How do we help to see that your money lasts through your lifetime while, if possible, leaving a legacy for your heirs? Simply, we follow a collaborative process to provide custom solutions for each woman and her family. Also, the process helps you avoid mistakes that would be tough to recover from.Read More
