How We’re Different
A Straightforward Approach. Exceptional Service.
Our firm’s philosophy is based on the traditional American values of Thoughtfulness, Integrity, Encouragement and Transparency. We believe these values, and our desire to help educate our clients about the things that are important, are what our clients appreciate the most.
Through this foundation we establish deep relationships with our clients enabling us to truly understand what is important to them; making the financial planning process more meaningful. More meaningful plans provide clarity and ultimately better outcomes.
Planning for the future
- Investment management
- Retirement income and cash flow planning
- Estate and trust planning
- Insurance reviews
- Tax preparation
- Identify ways to minimize taxes
- Small business strategies
Helping working families address their financial planning needs: retirement, investment (401k, 403b, deferred comp, IRA), college, insurance, and budget planning. We routinely help clients with all types of decisions – buying/leasing cars, purchases/sales of homes, college financial aid issues, starting a small business, etc.
Women face many challenges during their life but a divorce or the death of a spouse are two of the most difficult things they may ever deal with. It is often helpful to have someone to discuss things they may not feel comfortable discussing with their family or friends. We have advanced training and professional certifications to assist women with these issues. Helping our clients establish/re-establish their personal financial identity can help reduce some of the chaos and stress they feel.