We take pride in building a long-lasting relationship that evolves into a dual role of financial steward, and trusted financial advisor for you, your family, and your legacy.
As a team, we strongly believe in goal-based planning. We know that proper planning is an ongoing process and a relationship driven activity, and that as the winds of life shift, a proactive approach is needed to maintain the correct heading. We take pride in building a long-lasting relationship that evolves into a dual role of financial steward, and trusted financial advisor for you, your family, and your legacy.
Our focus is working with individuals, families, and businesses who have questions or concerns about their current financial picture, long-term security, future lifestyle, and legacy planning. By taking a comprehensive and detailed approach, we work with you to develop a sound and realistic financial plan that can give you clarity and can help reduce uncertainty as the path to achieving your financial goals become more well-defined.
The manner in which we work with our clients can be summed up into two different, but equally valued, approaches. No matter which approach we take, it will be a privilege to get to know you, work with you, and focus on the things that are important to you over the years to come.
If you are interested in making the most of your future and not satisfied with just being comfortable (or just getting by), this is the approach for you. This long-term planning approach is designed and best suited for individuals who are looking for objective advice and a relationship with a trusted advisor.
Our process encompasses ongoing planning as the focal point of our relationship, as well as monitoring and accountability from our team. Together, these elements deliver a clear path to your goals. Knowing you have a game plan to preserve your wealth and create a legacy allows you the confidence to enjoy the things most important to you. The path to financial freedom can change often and sometimes quite suddenly. Through those changes, we will be with you to help course correct, making sure you have the best path forward.
Comprehensive financial planning is a fee-based approach which also enables our team to integrate with other professionals on your team. We frequently and easily communicate with any other professionals you may be working with as it becomes necessary (CPA’s, Estate Attorneys, for example).
If you feel a comprehensive planning approach may not be necessary, but would like analysis and advice in one or two key areas, this approach may be beneficial to you.
After discussing your concerns and goals, we will explore, in detail, the specific strategies that are best suited for you and help to develop a plan in these targeted areas with ongoing monitoring.
How We Help
Our focus is on working with you and your family, to address your questions or concerns about:
- Preserving the wealth you have worked so hard to accumulate
- Managing your taxation
- Creating your ideal retirement
- Making an impact to your family or in your community.
By taking a comprehensive and thoughtful approach, we work with you to develop a sound and realistic financial plan that can give you clarity and can help reduce uncertainty as the path to achieving your financial goals become more well-defined knowing each detail is being considered.