Our Services

We start by listening, to completely understand your goals and your priorities.  We don't hand you a set of forms for you to fill out, we sit down with you and have a conversation.  We then gather and analyze all your relavant information in order to present a cohesive and integrated set of financial strategies to achieve your goals, with the least amount of risk.  Once we have reviewed the plan and agreed on the strategies, we implement your plan.  The plan becomes our financial roadmap to the future, and as with all plans, it will need to be constantly monitored and adjusted.  We will sit down several times a year to accomplish that and to review our progress towards the realization of your goals.  Your investment portfolio will be updated monthly from all sources and adjusted based on rebalancing triggers and to navigate any tax implications.

This is not about throwing out a set of numbers and a few fancy graphs in order to sell you some financial products.  We don't sell products - never have, never will.  This is a proven six step CFP® planning process embraced by all Certified Financial Planning™ professionals.  At a minimum your plan will include a custom built roadmap for accomplishing: 

• Education Funding
• Retirement Planning & Distribution
• Special Needs Assessment
• Investment Management
• Insurance & Risk Management
• Tax Strategies
• Estate Planning & Wealth Preservation