Thomas Velevis, CFP
Established in 1994, the firm manages investments and otherwise provides counsel for individuals who are retired or preparing for retirement. Investment Management is the firm's primary service:Written Investment Strategies,Execution of these Strategies,Reviews that include Consolidated Statements and Performance.
Fees, based on assets under management. are paid by the firm's clients. The firm does not accept third-party payments or commissins from the investments it purchases on behalf of its clients. Service is provided on a discretionary basis.