Learn about the importance of having an estate strategy in this helpful and informative video. We have an understanding of you and your family's needs during life transitions and "Uncertain Times". Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. We purposely designed our financial practice to incorporate a team of professionals and companies that are focused on servicing you the client. Are you looking forward to retirement?
Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. We purposely designed our financial practice to incorporate a team of professionals and companies that are focused on servicing you the client. Are you looking forward to retirement?
Services
We entered the financial business world after years in the corporate business structure where we held high level positions of responsibility. Both of us felt compelled to do something different and looked at various options. We both agreed we wanted to do something that would be rewarding and allow us to be of service to others while allowing us flexibility and the ability to be our "own boss."
Our reasons for becoming financial professionals are deeply personal and involve a commitment to our community. We observed friends and family struggle to find the help they needed to map out their financial future. With our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
We understand, based on our own transitions in life, that the journey can be difficult and as well rewarding depending on the planning and support we have along the way. We have seen our friends and families struggling to find the kind of support that is more than financial; it includes empathy and compassion for the individual and family.
The process begins with meeting one another in a relaxed environment in which you share what you are looking for and we listen. The first meeting typically is no longer than an hour and can include any question or preliminary review of any material you may wish to provide. The only cost to you is your time and the opportunity to see if we may serve you.
We often respond with the question of who would be the perfect financial advisor for them and why? The answer, we believe, is the result of combining both questions. Working "together" towards client goals and addressing concerns at a personal level is a collaborative process. It is very personal and unique to each individual and requires a strong foundation of trust that is built upon over time.
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