What We Do
Finance is a personal matter, an area which can be amplified with the right help. We support individuals and families in different stages of their lives achieve financial freedom. From planning your investments to managing your taxes, we offer personalized and reliable guidance to help keep your finances on track.
Working with us you only pay for the services you need. We do not impose a minimum investment account balance or a minimum annual service fee. There are three service categories: Financial Planning, Project-Based Consulting and Investment Management.
Financial Planning
You will work one-on-one with a financial planner to obtain the direction you need to excel financially in the present and the future. When working with us, we will help you by setting up boundaries; you will choose the path, and we will help to guide you.
We will develop a detailed financial plan and help you implement it. Then, we will adhere to a calendar with clearly defined goals and dates for each component. As the year moves on we will monitor and update your progress. This will allow us to suggest adjustments and changes throughout the journey to keep you on-track to meet your goals.
Project-Based Consulting
Let us help you with your specific goals or objectives. We can develop a plan specifically suited to your unique situation, big or small. You select the area, we provide the guidance.
We are available to help with topics such as:
- Employer Benefits
- Inheritance
- Business sale and/or purchase
- Home purchase and/or mortgage
- Divorce settlement
- Tax reduction
- Evaluate life insurance policies
Don’t see your topic? Reach out; we are not limited to what is listed above. We have a one-time fixed or an hourly fee schedule which is dependent on the scope of the project and your preference.
Investment Management
Let’s work together to create your custom-tailored investment portfolio. We will manage your portfolio following guidelines developed through rigorous discussions, where together, we establish your goals and objectives.
By thoroughly vetting your needs, we will determine the investment strategy that is right for you. Through thorough planning, meetings, and plan execution, we will help you construct an investment portfolio that is as unique as you are.
We are ready, willing and able to help you tackle your investment needs.
