For years, many Wall Street firms, brokers, and “financial advisors” have failed the public and forgotten their purpose.
Instead, Wall Street served themselves at the expense of the public.
We’ve built a boutique financial planning firm where it’s all about you, not corporate agendas.
A lot of ways, but here are just a few:
The most important step of your financial plan is to truly understand your goals and objectives. We want to understand where you are, where you’ve come from, and where you want to be.
This discovery phase is the foundation of your financial plan. Proper financial planning is more than just a risk tolerance questionnaire and a cookie cutter model portfolio based on age.
With our firm, you are never just another account. You are a unique and special person that has entrusted our firm with your savings. Everything we do is based on your specific needs. We consider your income needs, tax situation, family dynamics, risk tolerance, estate plan, and unique circumstances to design a comprehensive financial plan and portfolio tailored to you.
The only way you will truly feel confident in your financial plan is to have clarity. Our job is to guide and educate you to make the right decisions based on your unique set of circumstances.
You will have a seasoned Certified Financial Planner as your day-to-day contact that will always be available to discuss investment strategies, answer your questions, and coordinate the entire planning process. We have a proactive and communicative relationship based on trust, integrity, and service.
We only work for you. We don’t work for or answer to a Wall Street firm, bank, insurance company, or mutual fund company. This allows us to act in our clients’ best interest and serve as a fiduciary. As a result:
We take financial planning and investment management and make it very personal.
We view the client-advisor relationship as a partnership, and it’s our job to help you accomplish whatever is important to YOU. Because of this, working with us is very different than working with other firms.
Your advisor will have access to other highly skilled professionals such as attorneys, CPA’s, and trust officers. This means we can handle our clients’ needs from advice to implementation in almost any area of their financial life.
We become our clients’ financial coach and advocate. We organize and simplify your financial life to maximize your enjoyment and help you sleep at night.