Our Process

Before we work with you to implement a financial program, we take the time to understand your goals, needs, challenges, and attitudes. If we advocate a course of action that you feel uncomfortable with, your money cannot serve you effectively. By actively participating in the planning process, you retain control each step of the way.

After we have assessed your needs and goals, we will suggest an allocation of investments to serve you best. Because we are an independent financial company, we have the advantage of offering you access to a wider variety of products than many bigger Wall Street firms.

After your investment portfolio is implemented, we will continue to monitor your investments' performance and consult with you regularly to ensure that your portfolio reflects your current circumstances, goals, and objectives. We will then recommend any necessary portfolio allocation changes. 

 

Our services include:

Fee-Based Asset Management

Financial Planning

Estate Planning

Estate and Inheritance Issues

Charitable Gifting

Succession Planning

Insurance Planning

Income Tax Issues

Education Funding Planning

Retirement Planning

Qualified Plans

IRAs

Rollover IRAs

Roth IRAs

Simple IRAs

SEPs

401(k)s

403(b)s

Profit-Sharing Plans

Socially Resposible Investing

Municple Bonds

Mutual Funds

Stocks

Variable Annuities