Philosophy/Approach

We are a full-service financial planning and investment management firm.

Philosophy:

Our goal is to free our clients’ attention to focus their energy on the areas of their lives that give them meaning and purpose.   Through education, we enable our clients to make informed decisions about complicated matters.

Approach To Planning:

Through a review and evaluation process, we help our clients articulate where they want to be and what their goals are.  Then we create a flexible roadmap to help guide them in getting there and provide education and guidance as they make decisions and face pitfalls along the way.  Before and during retirement, we help our clients create income strategies, analyzing the risks of taxes, increases to their cost of living, longevity and health concerns, and portfolio risk.  With over 27 years in the industry, we now have many second generation clients –  a testament to our focus on helping our clients pass their wealth successfully.

Independent Advice:

As independent advisors, we want to provide unbiased advice.  With our attention free to focus on each client’s needs, instead of pushing certain product lines, we provide customized guidance and information about complex financial planning, income strategies and taxes, and estate-planning situations.  We often coordinate with our clients’ CPAs and attorney(s) in order to create a cohesive strategy.