What do we do?
We are in the business of helping our clients envision a better financial future.
A few of our professional services are:
- Investment Management - evaluate portfolio based on risk tolerance
- Financial Planning - align current situation with your specific life goals
- Estate & Wealth Preservation Planning - implement legacy-building strategies
- Retirement Planning - determine timing of Roth IRA conversions
- Tax Planning - execute tax reduction strategies
- Long Term Care - plan for costly health issues
- College Planning - analyze options for education expenses
- Insurance Planning - protect your family's future needs
What makes us different?
- Independence with reach - Unlike many advisers, who follow the direction of large banks, brokerage firms or insurance companies, we are guided by our own values, principles and professional judgment, yet we have direct access to experienced financial professionals, software tools, research departments and product sponsors. Client needs alone drive our decisions.
- Commonality - and diversity - of interests - We share many goals, wishes and concerns with our clients.
Why should we be working for you?
Plain and simple.....WE CARE!
... enough to attain professional credentials and technical specialization.
... enough to be independent.
... enough to have some of the leading financial tools, products and professionals.
... enough to keep costs down without sacrificing quality.
... enough to communicate regularly and know our clients through and through.
... enough to help prevent clients from making herd-mentality mistakes that are prevalent in uncertain times.
... enough to earn and keep the trust of our clients - we serve multiple generations for most of our clients.
We are proud of the confidence that current clients have placed in us, and are happy to provide professional references. We welcome the opportunity to hear from you. Please contact us for a FREE initial consultation.