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Our unique way we advise you



We act in your best interest at all times

Financial District


We take the long-view in an environment where short-term thinking dominates

Fee Only

We don't earn commissions of any kind on product sales


Investment Options

We offer portfolios tailored to you

Business Meeting

Why Planning is Important to You

White Structure

"We start with realistic goals, then we make an investment strategy to design portfolios in a structured financial plan. This enables people to face the future with confidence."

Image by Kyle Glenn

“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”

Peter Lynch

Why the name Rule72?

The rule of 72 is a simple way to calculate how long it will take your investment to double by dividing your compounding rate of return* into 72. For more information on the "Rule of 72" see Rule of 72 Investopedia link


It offers us an opportunity to help educate our prospects and clients on the power of investing.

*All investments risk the loss of principal and there is no guarantee of return.

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