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Our Philosophy and Mission

We believe a financial relationship focused on your wants and needs helps us to provide comprehensive financial planning services for you.  We believe in a collaborative team approach with your accountant and attorney.  This team approach results in the most effective and well-coordinated financial plan for you and your family.

One of the most important services we provide is to instill and reinforce a disciplined, non-emotional approach to savings and investing to help achieve your financial goals.

Our client-focused experience is created through five core concepts:

  • Understanding your goals
  • Understanding your ability to handle investing risk
  • Understanding that financial planning is an ongoing process
  • Understanding success happens over time in a trusting professional relationship
  • Understanding relatively conservative portfolios are designed with built-in flexibility

Client Confidentiality is a top priority

Clients share confidential financial and personal information with us so we can help them make crucial decisions concerning their money. If your information is not kept confidential – you will lose trust in us. If there is no trust – we can’t help you. Your privacy and confidentiality are of the utmost concern to us. All team members sign a client confidentiality agreement to further ensure your personal information is not discussed or shared with anyone who is not authorized.

Our Mission

We offer:

  • Organization to your financial life
  • Objectivity to avoid emotionally driven decisions
  • Accountability to help you follow through on your financial commitments
  • Proactivity to anticipate life transitions and be financially prepared for them
  • Partnership with you to help you achieve the best life possible

Working with an independent Registered Investment Advisor (RIA), you can be confident that you’ll receive straight-forward advice based on your needs.

Second Opinion Services

We believe it is important to get a “second opinion”, which can:

  • Provide another perspective to your portfolio.
  • Provide knowledge regarding different approaches available.
  • Increase your confidence by helping you make more informed decisions.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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