Comprehensive Financial Planning
Our thorough process starts with getting to know your hopes and goals for the future. We then collect as much data as possible to create a custom financial plan that encompasses education, retirement, estate planning, and every other facet of your financial future. We will meet with you to review and update your plan on at least a semi-annual basis.
We take great care to fit you with the right investment portfolio based on your goals and risk tolerance. Our portfolio management fees are based on a percentage of assets under management.
Check out our Investment Strategies brochure for more information on the way we manage assets.
Second-Opinion Financial Advice
Navigating personal finances can be an extremely daunting and complex task, and we want to serve as a go-to resource for our community. We encourage clients and prospects to reach out to us with any financial question. If we can help you, we will only charge a simple, flat fee.
Future Millionaires Club
Our Future Millionaires Club is exclusively for the adult children of our current clients. We help them begin their investment journey by opening various investment accounts along with offering advice on how to navigate student loan debt and their first big purchases. We also offer annual review meetings to discuss their financial goals. Each participant receives a copy of The Richest Man in Babylon or The Millionaire Next Door: The Surprising Secrets of America's Wealthy.