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.
We Communicate and Educate
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.