Step 1: Design a comprehensive plan to help you reach your goals
Step 2: Build your portfolio using scientific and academic research
Step 3: Protect your plan through regular contact, ongoing reviews and guidance
As a Registered Investment Advisor and a Certified Financial Planner®, we hold ourselves accountable to fulfill our fiduciary duty at all times. We will always put or client’s interests ahead of our own and all others. Our firm strives to deliver our services with a no-nonsense approach through straightforward understandable language. Please contact us to schedule a complimentary initial consultation and discovery meeting.
One of the most important components of any successful advisory relationship is truly understanding who you are. Your life is unique, so your plan should be too. Our collaborative approach centers on your future and is intended to help you gain greater clarity on your life goals and challenges. To do this, we will focus together on a number of important areas:
Today: What are your top priorities and goals?
Future: What plans have you made for the future? What values impact your views about the future?
Concerns: What kinds of financial issues keep you up at night? What are the biggest financial mistakes you’ve made or avoided?
We can help you clarify, prioritize and address a wide variety of goals in a number of important areas to create a Financial LifeMap:
|Clarify Vision & Future||Harmonize Work & Life||Create Financial Comfort||Help & Protect Family||Build a Legacy|
|Plan for the FutureFinancial PlanningRetirement IncomeEstate Planning||Meet Basic NeedsIncome PlanningExpense/BudgetingSocial SecurityCorporate Benefits||Simplify FinancesInvestments & SavingsHome & AssetsBusiness Succession||Help ChildrenSavingsLoans & GiftingSpecial NeedsLearning About Money||Execute IntentionsTrust & WillsLife InsuranceTitling of AssetsMedical Directives/POAs|
|Ease Life’s TransitionsMarriage/DivorceBirth/DeathLeaving my HomeCareer & Profession||Enhance LifestyleVacation HomeFamily Trips & EventsHobbies & LeisureLease v. Buy||Reduce TaxesHarvestingAsset LocationRestricted StockStock Options||Assist ParentsLong-term CareEldercare CounsellingMedical & Estate Needs||Help BeneficiariesDesignationsTrusts & TrusteesValuation/Projections|
|Live my ValuesClarify my MissionGive to CommunityVolunteer my Time||Manage HealthMedicare/SupplementalLong-term CareWellness & Nutrition||Protect AssetsInsuranceCorps/PartnershipsBuy-SellsDefined Benefit Plans||Fund EducationSavingsPre-paid TuitionLoans/Grants/Scholarships||Give to CharitiesPlanning & StrategiesLow-basis InvestmentsTax-advantaged Gifts|
Decades of research show how you may be able to increase your probability for long-term success:
Keeping your plan on track may be the most challenging — and the most important — part of being a long-term investor.
There are several ways we work together to help you achieve your goals:
We believe that there are three important questions and decisions about your future that matter. And we help solve them every day.
1. Do You Have the Plan That’s Right for You?
We are committed to understanding what matters most to you personally and financially in order to put together the best possible long-term plan.
2. Do You Have Confidence Your Portfolio Will Get You There?
The portfolios we build are designed with the aim of giving our clients the highest probability of achieving their goals with a suitable amount of risk.
3. How Do You Stay on Track?
No one knows what the future will bring, but a good plan should help you stay invested in a variety of market environments. We closely monitor your plan, update you regularly on your progress and make any changes necessary to keep pace with where you are in life. We are dedicated to consistently delivering a better experience for our clients and believe strongly that our approach can make a real difference today, tomorrow and for many years to come.