The Total Package

Randy Koehler,
Certified Financial Planner
Registered Investment
Advisor Associate

Finally, we believe that using Disciplined Investment Strategies
alone might not be enough to ensure the best possible performance. We begin our investment process with the creation of a “model portfolio”, which consists of the Disciplined Investment Strategies. Once the portfolio is established, we then apply Pro-Active Portfolio Management.

We welcome your call at 800.347.0650 to schedule an office visit to learn if our methods will work for you.  We will show you the details on the formulas we use.  See why ninety-eight percent of our clients believe this method is worth coming back for, year after year.