DELIVERING CUSTOMIZED SOLUTIONS
   SINCE 1986

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?

  1. We act as a fiduciary which means that we are legally obligated to put our clients’ interests first.
  2. We are an independent firm which means our advice is objective and unbiased.
  3. We offer hourly financial planning. We also offer wealth management which combines money management and on-going comprehensive financial planning for a fee.
  4. CFP® knowledge and skill.
  5. Our expertise and perspective gained from over 26 years experience.
  6. 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.
  7. We offer customized solutions.
  8. We deliver full disclosure and transparency.
  9. We believe in frequent and documented communication.

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