Cumrine & Company, LLC

RETIREMENT PLANNING: Our specialty is in meeting the needs of investors with portfolios greater than $250,000 who generally seek consistent portfolio results for their retirement years. We fully understand that creating a stable income for all of retirement requires a specific blend of current income and future growth. Using the latest in retirement income projecting software, we’re able to put to

gether custom retirement income plans that are low cost, efficient and flexible. INVESTMENT MANAGEMENT: We employ an active investment management process designed to maximize each client’s returns while minimizing risk. Our investment management services are unique, 100% transparent, and fee-only. Each client allocation is highly customized based on your return objectives, risk adversity, and tax status of your accounts. We firmly believe that investment returns should be measured for consistency and that protecting from market losses is crucial to long-term performance.