This means getting to know you and your family by gathering information about your current circumstances, future goals aspirations and concerns.  

Your plan may be as straightforward as saving for retirement or a child’s education. But you may need a more complex solution, like selling your business and using the proceeds to develop a sustainable plan for retirement income and create a legacy for your family.

We will factor in your investment horizon and assess the types and levels of risk you can afford and with which you’re comfortable.

When appropriate, we will work with your CPA, attorney and other professionals to help ensure all aspects of your financial and estate planning are addressed.

Your financial plan should not be an off-the-rack solution. We have access to in-depth evaluations of hundreds of potential investments and will offer, to the best of our ability, objective, unbiased recommendations based on what’s best for you.

Financial planning and investment management is an ongoing process that requires periodic review. If it becomes necessary to adjust components of your plan in light of changing circumstances and evolving objectives, together we will make decisions and appropriate adjustments.

We can help keep you informed of relevant market developments and help you understand their implications. This helps ensure your financial decisions are based on facts and careful research rather than emotions and market volatility.