Experience the Difference
The most important part of our job is managing client behavior. We're here to help ensure you don't make the most common investor mistakes.
The difference is in our process! We focus on:
- Reducing confusion by starting with a personalized action plan
- Alleviating stress by centralizing financial information
- Curbing fear by educating you on matters that impact you most
We focus on diversification in our planning and it's much more than pie charts and percentages, aka: asset allocation. It involves creating options for liquidity, taxes and risk management.
What you can expect from Our team:
- Your initial consultation is at no cost to you.
- We respect your privacy; therefore, we treat your information as personal and confidential.
- We offer several financial planning and asset management services, as well as products from a variety of investment firms and insurers.
- You are encouraged to include your other professional advisors in the planning process, including your CPA and attorney.
What we in-turn expect from our clients:
- To create a tailored strategy with the most accurate recommendations possible, we ask that you communicate with us openly and honestly.
- The decision to implement plan recommendations is ultimately your choice; however, we feel that implementation, along with annual reviews, are an essential part of staying on track.
- If our work together has had meaningful impact, I welcome introductions to friends and family members that might benefit from learning more about the work I do.
- Most importantly, we expect to build a mutually beneficial and long-term professional relationship. We always welcome feedback on how we can better serve you.