Financial
Planning
The first step in helping you along the path toward your goals is developing a map to guide your journey. We take time to get to know you, your goals for the future, your current financial situation and any challenges that may stand in your way. Using this information, we develop a custom financial plan that incorporates a wide range of strategies to help navigate your specific needs and challenges. Your plan may include any combination of the following strategies.
- Retirement Planning
- Education Planning for a child or grandchild
- Insurance Planning
- Estate Planning
- Tax Planning
- Charitable Giving
Your custom plan guides all of our financial decision making and helps ensure all aspects of your financial life are working together toward your goals. We view your plan as a dynamic, ever-evolving document, which is why we continuously make adjustments as your life, situation and goals change over time.
Investment Management
Once your custom financial plan is up and running, we develop an investment portfolio specifically designed to pursue your goals. We disagree with others in the industry who believe in a “buy-and-hold” approach to investment management. Because all investors have different objectives and different time horizons, we believe it can be harmful to assume that remaining invested over the long term will always result in positive outcomes.
Instead, we take a more active approach, taking into consideration market factors as well as each client’s time horizon, risk tolerance and investment objectives. We believe in the importance of protecting our clients’ wealth during periods of market volatility and growing our clients’ portfolios during periods of opportunity. Above all else, we believe that what sets successful investors apart from others is their ability to manage risk, admit when they’re wrong, recognize shifts in market dynamics and take decisive action when the markets demand. This is the investment management approach we strive to deliver for our clients.
Why Us?
We’re a special firm that works with fewer families at a time than most firms. We’re not interested in gathering as many clients as possible. We’re looking to create long-term relationships with high-income professionals and small business owners who can use our help.
We’re not just here to update you twice a year on your financial progress or tell you which stocks to invest in. We’re here to help you balance spending and saving, prepare for your kids’ education, save for retirement, deal with major tax issues, decide when to buy your second home or sell your business. We’re here for it all. If this sounds like the type of financial advisor you’re looking for, we’re eager to hear from you
Contact
Get In Touch
Ready to take the first step? Schedule your introductory phone call. We look forward to getting to know you.
