Broker Check

Do our financial services match your needs?

We believe very strongly in creating life-long relationships with our clients that are mutually beneficial in an effort to become your most trusted advisor. Below is a brief description of who we are and what we do.

Our Ideal Financial Planning Client:

  • Understands that reaching a goal requires having a plan and keeping that plan up to date with their life changes.
  • Needs help with a financial plan including but not limited to:
    • Retirement planning – We can help you answer many of the daunting questions that come with retirement planning: Will I run out of money? When can I retire? How much should I contribute?
    • Managing Cash Flow – Even for salaried people, cash flow planning is an integral part of a sound financial plan.
    • Education Funding – Will you be able to help your children go to the school of their dreams?
    • Risk Management – This means more than just the risk in your portfolio. What happens if you become disabled? Can you still retire as planned?
    • Monthly budgeting – We can help create a realistic plan that you can follow while helping you work towards your goals.
    • Asset Allocation – We hear people talk about how important asset allocation is, as we believe it can be a primary driver of returns, but how do you determine what is appropriate?

Our Ideal Investment Management Client:

  • Individual, family, retiree, professional, small business owner, executive who is looking for help with their personal, business, and financial decisions.
  • Investable assets of $100,000+ with most advisory investment relationships ranging from $500,000 to two million under our management. This allows us to provide the exceptional service and attention that clients deserve. Exceptions are considered for clients who are willing to invest aggressively.
  • Likes to participate in the investment management process but prefers to delegate the actual investment management to our team.
  • Willing to take our advice and take action with their finances.
  • Understands the importance of a sound investment strategy and financial planning.

Our clients like working with us because we keep in touch during the year with

  • Investment review meetings
  • Client educational workshops
  • Financial newsletters and lifestyle articles
  • We are always just a phone call or email away should something pop up.
  • We are good listeners, responsive to phone calls, trustworthy and work to always put clients' interests first.
  • We offer a comprehensive approach to financial planning.