Questions always come up, especially when planning for your financial future. We’ve compiled some of our most common questions here, for your convenience, but we’d be happy to answer any others you may have.
We offer our clients comprehensive wealth management delivered by an independent representative of our clients. While many sources of financial advice offer and provide their services based on a suitability standard, meaning they can put their needs before yours, we operate as your fiduciary.
We are an excellent option because we tailor our plan to your unique circumstances. Whether you’re just launching your career, within 15 years of retirement, or already retired we will help you start making financial progress with easy to understand, achievable steps that don’t have you feeling overwhelmed.
Absolutely! What we’ve learned over the years is that money doesn’t come with an owners manual. We work with singles, married with and without children, divorced, domestic partners, multiple marriages with extended families and the list goes on. Our plan is based on your financial information and needs – it is customized for your situation.
There is a lot that contributes to your financial well being. Doing it right is complicated. Think of us like a helpful coach. There is a reason why even the greatest athletes in the world still have a coach. Professional guidance is the best way to keep you focused on your current needs and long-term goals.
We start our process by getting to know you and clearly understanding your financial needs, wants, and wishes. We build a comprehensive financial plan addressing the financial issues that are specific to you. Many advisors have a set plan already and use it over and over again. We treat each new client on an individual basis to create a plan that is tailored to your situation.
No. We act only in the capacity as your advisor.
Yes. Your privacy and security is one of our top priorities. We do not sell your personal information and we do not disclose it to any unaffiliated third party unless it is necessary to process a transaction you have requested of us, required by law, or is authorized by you.