What we do
Our practice provides comprehensive financial planning and investment management solutions for our clients. Our primary goals are to:
- Learn about our clients and what is important to them by listening and asking good questions developed from years of experience.
- Provide objective and impartial feedback to our clients about their current situation, and if appropriate, suggest alternatives that may be more suitable.
- Develop a plan that integrates the interrelated areas of wealth management.
- Consolidate and simplify our clients’ financial & investment affairs.
- Coordinate investment management, tax planning, estate planning, retirement planning, and insurance consulting, with one point of contact.
- Provide ongoing proactive advice and guidance about their specific situation.
- Provide ongoing investment management.continuity for families in the event of death or disability.
We believe that financial planning is a process, NOT an event. As the markets, economy, opportunities or one’s personal circumstances change, so do our clients’ plans.