Services

Our Service Offering

We are dedicated to helping a select group of multi-generational client-families make smart money decisions, solve their financial problems and meet their financial goals. We design, implement and monitor a client’s financial plan, manage investment portfolios and help clients become stewards of their financial future. Our primary goal is to exceed the needs of our clients.

Our reason for existence is you and the goals and dreams you have for a successful financial future. We are focused on helping you realize those dreams and we want to make sure you achieve all of your financial goals. The following are some of the ways we will help you. We offer:

• Guidance on formulating, synthesizing and documenting specific, measurable, achievable, realistic and timely (S.M.A.R.T.) financial goals and objectives.
• Emotional detachment from the financial planning and investment decision making process.
• Accountability for what goes on within your financial plan through regular quarterly, face to face meetings here in our office.
• Creation of a plan or strategy for your investments based on your individual goals, objectives and financial dreams.
• Avoidance of the “DALBAR Study” effect, where non-advised or coached investors consistently underperformed the indexes by almost 6% annually.
• Access to over 30 years of financial planning and investment advisory experience and wisdom.
• Confidence found from working with a credentialed, Certified Financial Planner™ practitioner.