Our Planning Process

No two clients are the same. Every financial strategy is individually designed for the client to work for the long term, yet be adaptable to changing circumstances.  We build long-term relationships.  A critical part of helping clients attain their goals is getting to know the client at the start. By spending all of that time at the beginning, and getting that feel for the client we believe we are able to provide financial advice and strategies that work best for that client.

As your needs evolve, your investment plan and strategies evolve with you.  We work with clients in each life stage for the following primary needs:
1. Accumulation – building an emergency fund, begin savings for retirement and starting a family.  LEARN MORE
2. Preservation – funding your children’s college expenses, significant purchases, and unexpected expenses such as divorce and caring for aging parents.  LEARN MORE
3. Distribution – drawing retirement income and retiring comfortably, traveling, leaving a legacy and supporting your favorite causes.  LEARN MORE

Please contact us for a sample Financial Plan


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