Who We Are

Our foundation is built on excellent service and in-depth market experience.  We use a Value Strategy with a specific emphasis on dividends and income.  We achieve this strategy using municipal bond funds, mutual funds and annuities.  Our focus is on companies with strong fundamentals, and solid dividends.  We believe dividends and interest income perform as defensive characteristics for a portfolio during down markets, providing dependability during economic uncertainty. Through our strategy and specialty of investments, we are able to customize effective investment portfolios to help our clients achieve their financial goals.


Robert Lee
President

I've been serving clientele with financial and investment guidance for 19+ years. I graduated from Florida State University in 1994 studying English and Economnics.

 

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*Dividends are not guaranteed.