Our goal is to build an income stream sufficient to meet your retirement needs. We also want the income stream to increase over time to offset inflation. To do this, we invest in a portfolio of common stocks of some of the best, high quality, financially strong companies in the world.

The advantage of living off of dividends is that high quality companies continue to pay–if not increase–dividends during difficult financial times.

Some clients have asked us recently about Probate and what steps they can take to avoid it.

While the Standard & Poor’s 500® is made up of 500 of the largest companies in the United States, we DON’T include it as an investment in our clients’ portfolios.

Keith grew up on a dairy farm. It recently occurred to him that his father, the farmer, was just like a dividend investor.