Our Calendar

Dynamic Asset Allocation & Upgrade Solutions
We have no additional workshops planned at this point; but we are scheduling individual appointments to compare and contrast our Dynamic Asset Allocation program with the traditional and widely used Fixed Asset Allocation approach. The advantages to the Dynamic approach are staggering to say the least.  For a summary of this program click on the tab to the left entitled, "Scofield Modeling System."

Would you like to contact us?  Feel free to call us or send an email message:

Phone: (425) 467-6223 or toll free (866) 373-8080
Email: dmcbee@mcbeeadvisors.com