Broker Check

Why We Are Different

Our Process

What differentiates us from other advisory firms is our commitment to bring our clients’ professional advisors such as CPA’s, attorneys, & family members to the same table rather than creating what we see so often – a game of telephone when it comes to financial advice. This approach has been hugely successful and has allowed our clients to have confidence knowing their estate, tax, and investment plan are in sync.

Each year, we need to cover these four areas – it doesn’t always take quarterly meetings and it doesn’t have to go in this order – we know life doesn’t sometimes – but each year we commit to:

  • Checking in on your goals and progress.
  • Completing a robust review of your portfolio and retirement plans, as well as the market environment.
  • A review of your risk exposures, insurance protections, and estate or legacy planning.
  • Before Dec. 31st and ahead of the tax deadline we want to make sure we’re taking advantage of every tax saving opportunity for you.

Our promise to all our clients is to always have our next meeting scheduled on the calendar. You’re not limited to a certain number of meetings or contacts – and as things shift in your life, the market, or legislatively we want to address right away – but the goal is with this system running, you feel fully understood, prepared, safe, and confident.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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