We are genuinely concerned about our clients and their families financial well-being. We focus on what's most important to them, not just assets but also your life goals and dreams. We seek to understand our clients' attitudes toward money management and customize services to meet their needs. We work with you to create a team of professionals that includes our staff and others who complement your plan goals, including attorneys and accountants.
Services
We offer the full range of investment products and services, but we do not specialize in a single product type. We assemble a team of investment experts, including portfolio strategists and investment managers, depending on the clients' goals. We serve as the clients' advisor navigating through the financial product marketplace on their behalf.
We approach each new engagement with a time-tested, consultative process with you and your family's needs at the center. In a series of face-to-face meetings, we accomplish two things: a forum for open dialogue to understand your values and goals, and more importantly, the necessary time to get to know you and the unique situations you have.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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