Broker Check

Our Clients

We work with individuals and couples who are looking for something different – something better – from their financial professional. 

Client Centered

They want to work with a real financial advisor who cares about them and their well-being. Someone who will take the time to get to know them, their values, their goals and their dreams. And then, someone who is experienced and educated to develop a plan and guide them as they achieve their goals and dreams, consistent with their values.

Many of our clients have tried other approaches before coming to us. These experiences have underscored the vital role of working with a fiduciary planner, one with financial expertise across many domains, and able to perform thoughtful analysis in securing the clients’ long-term future.

Some of our clients are in the “accumulation” mode of life – they are working, saving, taking care of their professional, personal and family responsibilities, and they are looking for guidance in navigating the world of managing their debts, monthly cash flows and savings each month; building and managing efficient and effective investment portfolios and navigating the sharp emotions that accompany investing in volatile financial markets; making strategic and tactical decisions to balance short-term tax efficiency with long-term tax effectiveness that can provide income throughout their retirement lives and also provide for any legacy objectives.

Some of our clients are already in retirement and are in the “decumulation” mode – they have worked hard and saved, and now they want to make decisions that might be more focused on enjoying this next stage of life. Maybe they enjoy travelling, learning new skills, hobbies or practices; maybe they have started a new type of employment, or maybe they are donating their time and skills generously to causes they believe in strongly; maybe they are starting new companies or organizations.

Some of our clients are in-between the two – they are preparing for their retirements. They want help thinking about the options and designing their ideal retirement plan – where will they live, what will they do, how will they spend their time and with whom they will spend it; and what role with travel, service, education, and exploration play in their future? They also want to know how much it will all cost, how they will pay for it all, and what can be done now (before they make the decision) to ensure the smoothest possible transition to their well-designed retirement, and to ensure greatest likelihood of success in funding it throughout the rest of their lives. They also might want to fund “next-generation” legacy objectives including philanthropy and charitable giving.

Our clients have come to us because they want to understand clearly the rationale for making financial decisions, but they want to delegate many of the details of executing the plan to us.

Our clients want a financial decision-making process that is objective, consistent and disciplined. They want integrity from the plan and from the advisor. They want to trust the advisor.

They want confidence in the process.

They want peace of mind.

We Have the Tools and Background to Provide the Services That May Fit Your Needs

Retirement

Retirement

Years of experience have prepared us to guide you through your life transitions.

Cash Flow Management

Cash Flow Management

We create strategies that are tailored to your needs and goals.

A Holistic Approach

A Holistic Approach

We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth. 

Find Your Perfect Fit

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