Investment Planning Retirement Planning Estate Planning Tax Planning Generational Financial Planning College Planning Executive Benefit Review – 401k and Stock Option Analysis Business Services Income Generating Strategies Cash-Flow Planning Risk Management
Expertise, experience and trust. In our view, these are the essential elements of developing an investment strategy with our clients. Whether stocks, bonds, ETFs or mutual funds, we are not tied into any outside investment management group – meaning that, when we suggest a particular investment approach, it’s only because we think it is appropriate for our client.
Our staff maintains a wide array of professional designations that guide our decision making process: Certified Financial Planner®, Chartered Financial Analyst, attorney, and MBA. These diverse areas of expertise are the foundation of our practice. And, rather than a revolving door of employees handling their accounts, clients know whom they are working with for the long term. Phone calls and emails are returned within a day, and we are always available to answer any questions.