DELIVERING CUSTOMIZED SOLUTIONS
We offer a select group of families help with managing their investments, combined with continuous
comprehensive financial planning, for a fee. We develop a plan and a disciplined, proactive
strategy in order to deliver a greater predictability that they may reach their goals.
We provide hourly financial planning. This service is offered to individuals who want a
comprehensive review of their finances or want a consultation concerning a particular topic.
Advice may include paying back school or credit card loans, college or retirement funding, or
a transition such as the birth of a child, divorce, death, or caring for an elderly family member.
We also work with fiduciaries for business retirement plans.
WHAT MAKES US DIFFERENT?
- We act as a fiduciary which means that we are legally obligated to put our clients’ interests first.
- We are an independent firm which means our advice is objective and unbiased.
- We offer hourly financial planning. We also offer wealth management which combines money management and on-going comprehensive financial planning for a fee.
- CFP® knowledge and skill.
- Our expertise and perspective gained from over 26 years experience.
- Our size. We believe we are small enough to offer personal attention and customized plans yet large enough to offer access to discounted fees, tools, resources and sophisticated software.
- We offer customized solutions.
- We deliver full disclosure and transparency.
- We believe in frequent and documented communication.
– MORE –