Broker Check

Wealth Management

Every Client Has a Financial Plan

Your comprehensive financial plan includes an analysis and recommendations in the areas of:

- Cash flow planning

- Risk management through insurance

- Investment strategy and portfolio construction

- Multi-scenario retirement planning

- Tax-efficiency reviews

- Estate plan reviews

The financial plan gives you a road map to help you achieve your goals up to and through retirement.

Every Client Has Semi-Annual Review

Your financial plan is a living, breathing, dynamic document.  It should be updated as changes occur in your life.  

In order to make sure you are on track to meet your goals we meet with you every six months to:

- review and update the financial plan

- analyze the performance of your accounts

- discuss general economic and market conditions.  

The constant communication we have with you is paramount to carrying out a solid financial plan.

Every Client is Owed the Care of a Fidcuciary

As fee-only financial advisors we hold ourselves to the Fiduciary Standard.  By doing so we:

- Ensure that we always put your interests ahead of our own

- Eliminate any conflict-of-interest in order to better serve you.  

- Only receive compensation directly paid by you the client in the form of a quarterly fee.  

- Have no hidden or tainted agenda to sell a product because we don't sell products!  

Our fee-only approach allows us to give unbiased advice to you.

Schedule Your Complimentary Consultation Today!

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The complimentary consultation is YOUR time to interview us to determine whether or not we make a good fit.  We encourage any and all questions about our philosophy, process, and anything else on your mind and we will be honest, open, and candid in our responses.