When we tell people that we offer financial planning and investment management services, often they don’t know what that really means…or what it could mean for them. Some mistakenly think they have to have more money than Donald Trump to be our client. Well, while some of our clients are very wealthy, most are regular, everyday people.
As financial advisors, we aim to help our clients in a variety of areas: tax savings, improved rates of return, reduced volatility, reduced risk, and greater protection and control of their money to name a few. We also work with many business owners, executives and professionals, so we are also familiar with how to maximize employee benefits plans, pension plans, 401K plans, stock options, etc.