We have an uncommon approach to financial planning and investment management. we call it Total Life planning. It all begins with you, not your finances ! Our first meetings will focus on who you are and define what your dreams and desires are both now and in the future. From that data we begin to craft a plan to that end. The investments and retirement accounts that you have are only tools to move you toward the goals and lifestyle that you desire.
Along the way life happens, that’s when we come alongside to help you navigate life’s situations and help you make the wisest decision. We have learned through over 35 years of practice that emotions play a large role in our financial decision making, We provide counsel and objectivity to your decision making.
Stocks, Bonds, ETF’s, Mutual Funds, CD’s & Real Estate are not what most people are driven to own ! They are but tools to help you achieve your dreams and desires both now and in the long term.
Objective advice is what we offer - not sales solutions ! We have been Fiduciaries for over twenty years as both Tax practitioners and Financial Advisors. We put our clients interest before our own. In short we do what’s in your best interest. If there is a conflict we will let you know.
The first meeting is on us! - come sit down have a cup of coffee and let’s just talk and get to know each other to see if we are a fit. No charge and we won’t bug you afterwards either!