NAVIGATE YOUR WATERS
Simplify your financial life. Focus on your passions. Be confident in your future.
Strategies that are tailor to your needs and goals, not ours
Years of experience have prepared us to guide you through life’s transitions
Trust, Honesty, Integrity. Values matter: we live by these every day
No ties to any particular investment product. We advise based on your needs not ours
The bottom line is important. You’ll understand fee structures and all relevant account information
We utilize a select network of legal, accounting, insurance, and other professionals to ensure all your needs are met
We believe that financial planning is not a one-and-done endeavor. Your life is constantly evolving, and your plan should have the ability to reflect that. That’s why we take a proactive financial planning approach with all our clients.
Whether you are dealing with a sudden windfall of money, a death in the family, or simply entering a new phase of your life, our financial planning process allows us to be dynamic in our approach. As a result, it’s important to our firm to make sure that we are consistently meeting with our clients to get ahead of those changes. That way, you’re prepared for whatever life throws at you.
Attract and retain employees? Beneficial approach to educate employees? Maximize contributions to grow your personal retirement nest egg? Following government mandates? All of these are valid approaches when establishing a retirement plan for your Company! Is only one the right approach for you? Is it a combination of more than one of these ideas?
You need a consultative approach to design the right Plan for your Company and your needs. You need questions and concerns addressed at the outset. Who deals with employees? Who answers their questions - and mine? How do I handle the “F” word - Fiduciary? What are my responsibilities in that area? We are your partner - not just at the beginning of the process, but throughout!
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.
The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.