Working Together For You
Specialties: Comprehensive Wealth Planning | Estate Planning | Philanthropic Planning | Investment Strategies | Income Planning | Retirement Planning | Executive Benefits | 401k/IRA | Stock Options | Restricted Shares | Pensions | Executives In Transitions | Speaking Engagements | Financial Education | Financial Coach
We’re a financial planning firm, but we like to talk more about relationships than we do money. With over twenty five years in the financial planning industry, and with countless client relationships still going strong, the beauty of our job has always been sitting down and talking about what makes you tick. Tell us where you'd like to be today, tomorrow, and years and years from now. We'll help you get there.
We specialize in working with people who are going through a Life Transition. Examples: Buying or selling a business, getting married, closing in on retirement, relocating, receiving a windfall inheritance, divorcing, widowed, finding yourself between jobs, having a death in the family, negotiating an executive pension package. We strive to improve the quality of life for our clients by providing financial clarity, wisdom and confidence.
We listen: Every relationship begins with our Discovery process. We listen to your story, learning your needs and dreams to ensure the Planning process reflects the heart of what you want to achieve. Getting to know you doesn’t end with Discovery. We believe that the most fruitful relationships are forged over time and we are committed to listening to your changing needs and desires.
We are objective: After Discovery, your team of credentialed financial planners begin the Planning process. Eight key elements of wealth management are covered: financial planning, estate planning, investment management, tax strategies, retirement planning, charitable giving, education planning, and risk management. We interact with you throughout the process to ensure we accurately capture every detail.
We are experienced: Once Planning is complete, your team will meet with you to share strategic ideas, provide detailed Insight with Recommendations, and incorporate your valuable feedback. The completed plan is the starting point for regularly scheduled review Meetings during which we track goals and monitor progress. We are committed to the highest level of transparency and eager to address all of your questions and concerns.