Here at Fruitage Financial, we specialize in several areas: financial planning, financial advising, and pension/401k consulting. So how can we help you? When you sit down with us, we'll address the unique complexities of your life. We'll assess your needs and then think through an investment policy statement that fits you specifically. We'll start with your willingness and ability to take risk, your return objectives, your time horizon for your different investment "buckets", the tax constraints of your current or proposed investments, any liquidity needs in the upcoming future, and any legal or unique circumstances that could affect your portfolio. Then we’ll get to work to take these complexities and make them simple for you and our family or business to implement.