Our philosophy starts with you, our client. There is so much more to financial planning than simply buying a few stocks and bonds. We take the time to sit down and really get to know your unique situation. We take a holistic approach to the financial planning process. Whether it be accumulation, income planning, asset preservation, or wealth transfer we make use of all of the tools and professionals that are at your disposal. From Money Managers, to CPA’s, to Estate Law Attorneys, we incorporate them all when building your financial plan.
Once we really get to know you and your goals we start building your financial plan. Not a cookie cutter plan, not a pre determined plan, but your customized financial plan.
We like to keep you the client engaged in that process. We believe in taking a true educational approach with our clients and presenting you with a number of options while going over the pros and the cons that each option possesses.
Once we have walked through with you and we understand which options are more appealing to you, we put the plan together and then put the plan in place.
By taking the time to be educational throughout the process we have found that our clients have a real peace of mind when their plan is put into action.
“An Investment in knowledge always pays the best interest.” Ben Franklin – 1781