Our Services

We use an open architecture structure which allows us to customize our plans. Your unique plan will be created using only the tools that add value for your situation. Together, we will function as architect and builder of your plan of action. Additionally, we freely make available the wisdom we have acquired, through years of experience, to each of our clients as opportunities arise.

Comprehensive financial planning integrates these key areas of your financial life:

• Asset management and investment selection
  (your total investment picture)
  
• Insurance needs
  (protecting you from catastrophe)
  
• Tax reduction strategies and tax efficient investing (reducing taxes when possible)
  
• Cash flow management
  (reducing unnecessary expenses)
  
• Education and tuition planning
  (funding future obligations)
  
• Estate and planning
  (helping you transfer your lifetime assets to your heirs and/or worthy causes)
  
• Charitable or social capital planning
  (to help you give back to the community)
  
• Identifying goals and objectives
  (the framework for the plan as a whole)

All of these areas are important in helping you achieve personal financial success.

Our planning services include:

• mathematical analysis and forecasting
  
• professional evaluation and advice
  
• specific recommendations
  
• a structure for making decisions
  
• accountability
  
• ongoing monitoring and review

These services enable our clients to confidently make financial decisions and be more effective in their personal and business lives.

In the broadest possible sense, our goal and duty is to be your advocate in every area of your life in which we are allowed to be a part. We are ready and willing to help you navigate through financial decisions. We will assist you in resolving existing problems and preventing future ones from occurring. We strive to be the best friend, confidant and mediator a person can have.