Services

Why Work With an Advisor

A working relationship with an advisor reduces the anxieties surrounding money that plague so many of us. When you feel less stress about the future, the more rewarding your time becomes with the things that matter most; your job, your family and your life.

How We Work

Retained Services

Our goal is to help the people we work with use money to design a life for themselves where they can spend time doing what they love.  We do not view financial plans as transactions.  Planning is a process.  As life changes and questions arise, we help steer the course and act as your financial concierge.

We work closely with clients to develop, implement and monitor an appropriate plan by evaluating all aspects of their financial profile.  Plans may be simple and goal based or more comprehensive (cashflow planning, extensive estate review, etc.). Only through thorough analysis are we able to provide the most meaningful and holistic recommendations.  We believe a comprehensive understanding of one’s finances is a necessary precursor to suitable investing.

More About Our Process

Consultation

For those with specific, one time advisory needs rather than an ongoing advisory relationship, we offer investment consultation services. Through these engagements we offer practical guidance on a wide variety of investment matters. We can provide information on the types of investment vehicles available, investment analysis, asset selection or assist you in establishing your own investment account. We work closely with each client to gain a full understanding of their financial situation and may offer projections or recommendations based on our evaluation of the information provided.

Holistic Planning

Positioning

Personal balance sheet, net worth, cash flow and debt management analysis.

Insurance

Assess needs, coverage amounts, gaps and total risk exposure.

Benefits

Compensation planning and assistance with other fringe benefits.

Investments

Design and manage an appropriate investment strategy based on values, goals and needs.

Tax

Review tax efficiency and identify opportunities to avoid, reduce or defer taxes.

Education

Evaluate education savings plans and appropriate student loan programs.

Retirement

Understand retirement readiness and uncover the best options to save.

Legacy

Identify the steps necessary to ensure the vision for a legacy is achievable.

Weekend Reading

The goal of Weekend Reading is to keep our readers engaged and up-to-date with the world of finance in a fun and unintimidating format.

The newsletter includes brief commentary about major issues impacting markets along with links to our recent blog updates and interesting finance related articles we came across during the week.