Investments

Market swings are inevitable—living in constant worry isn’t. Guided by Matt's U.S. Marine Corps-honed discipline and evidence-based research, we build broadly diversified, long-term portfolios that temper volatility and keep your plan on target—even when wars, pandemics, or political shifts dominate the headlines.

Determining the Right Strategy for You 

The sheer volume can feel overwhelming. To ensure your plan truly fits, we start by asking:

  • What are these funds for—retirement income, legacy, or both?
  • When will you need them?
  • What returns and risks feel acceptable?
  • How do you react when markets dip?

Let's tailor an approach as unique as you are.

Our discovery is rooted in what we call the Mission Mindset of discipline, teachability, and open communication.

Risk is inevitable, but uncertainty is optional. We continually rebalance positions, maintain liquid reserves so you’re never forced to sell in a downturn, and set aside at least three years of anticipated expenses to create steady income through bear markets. By monitoring conditions daily, we align every adjustment with your objectives and comfort with volatility.

Life—and the market—rarely moves in a straight line. Whether you’re changing careers, welcoming a grandchild, or navigating unexpected healthcare costs, we revisit your plan regularly to ensure it still serves your evolving priorities.

“It’s not the markets that matter; it’s the discipline to stay the course.” Inspired by our founder Matt Green’s Marine Corps training, that conviction shapes every recommendation we make. From vigilant risk reviews to proactive communication, you’ll experience a partnership designed to bring meaning—and confidence—to every moment of your financial journey.

Ready to enhance your retirement experience?

Schedule a no-obligation meeting with our team today to bring meaning to every moment.