Our Services
We have been working with individuals, businesses, and non-profits across the United States for over 35 years.
We are dedicated to developing lasting relationships with all of our clients and believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized and comprehensive program that we can provide is a roadmap to working toward a more secure financial future.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Our first meeting is our information gathering meeting for both you and us – this meeting we answer any questions you have about us and our services as well as take this time to ask you questions to better understand your current financial situation and most importantly, your financial goals in both the near term and long term.
Following this meeting, we will request additional information in order for us to to thoroughly review your position further which allows us to provide the recommendations that are aligned with your best interests.
Throughout this robust process you have no obligation to us.
Our recommendations are not limited to investments with us but may also include:
- Tax management and planning
- Investment management
- Retirement planning
- Estate planning and preservation
- Insurance protection where needed
