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.
The main areas of our services are:
Our 5-Step Process
The purpose of financial planning is essentially to make work optional. Whether you actually want to stop working or not, we can all agree that it’s best to be in the position to not have to work if you don’t want to or, worse, suddenly can’t.
Lower Your Risk
It would be wonderful if we lived in a world that didn’t require us to take protective measures to secure the value of our assets, but even the best laid financial plans are just one lawsuit, accident, illness, injury or death away from complete ruin.
Think to the Future
Just like you need a plan for reaching your financial and life goals, you should have a process in place for handling your investments. When we first begin working with a new client, our primary goal is to understand your goals, time horizon, and risk tolerance.
Who Do We Serve?
Are Our Services Right for You?
No one financial planner is right for everyone. Therefore, we have designed our services to be of most benefit to the client profiles listed below. If you do not fit into one of the categories below, we will be happy to refer you to a firm more appropriate for your particular needs.
Are You Ready to Get Started?
Schedule a complimentary “Goals and Needs” session with us to learn how financial planning can change your life for the better.