Our clients are busy people. Some are mid-career professionals, business owners and educators; many are approaching retirement or already retired. Most are actively involved with their families and community organizations.
Before we begin a financial planning or advisory relationship with new clients, we believe it is essential for us to develop a solid, detailed understanding of who you are, individually and as a family, your specific needs and goals, as well as your concerns and challenges.Our Introductory Conversation is designed to determine whether our philosophy and process are a good match for what you need from a financial advisor.
Before we begin a financial planning or advisory relationship with new clients, we believe it is essential for us to develop a solid, detailed understanding of who you are, individually and as a family, your specific needs and goals, as well as your concerns and challenges.Our Introductory Conversation is designed to determine whether our philosophy and process are a good match for what you need from a financial advisor.
Services
We want to fully understand what is important to you, what motivates you, what worries you, what money means to you. This personal approach results in strong relationships with our clients, many of whom come to see us as part of their extended family. For most clients, wealth signifies a certain quality of life that we believe is closely linked to whatever is most important to you.
Their goals include accumulation of funds for retirement, generating income, achieving legacy goals for their family and favorite charities. Our clients come to us for the expertise gained over many years of helping people just like them. They want a collaborative approach that incorporates their personal goals and values into the process.
E very client has his or her own unique situation, whether they are caring for an aging parent while balancing their own family or perhaps someone is suddenly alone due to death or divorce. We can help you prepare for your family transitions. We provide guidance and tools to help you organize your financial life so you and your loved ones can face the future with confidence.
Owning a business can provide much of what a person desires in terms of success and fulfillment. But in the end, what may be most important of all is for the owner to leave the business under the most favorable circumstances possible. We believe that a comprehensive exit planning process is the best way to achieve this objective.
You may need help determining the best pension choice for your situation or evaluating when to take Social Security benefits. Or, you may not understand the additional opportunities you have to supplement your future retirement income. We provide you with the education and guidance you need to confidently plan for retirement.
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