Your Life, Your Needs™

We believe in the power of relationships and collaboration.  Your goals, your needs and your sensitivities are, for us, the essential elements of any investment/financial planning design.

You’re not alone in this process. Together, we’ll work to understand your goals, objectives and values.

The strengths – and the gaps – in your financial situation receive our full attention.   We’ll look at the resources already working for you and evaluate the long-term value they may create for you.  We even identify surplus money you can put to work on your financial goals.

Your goals are all-important – we’ll help you prioritize your objectives and create an action agenda designed to help you reach them. You may have a special interest in accumulating retirement or education assets, retaining capital and income, reducing your taxes, managing investment or other risk, evaluating retirement options, comparing insurance or investment products, planning your estate or allocating or repositioning your assets.  If a financial circumstance or goal holds special significance for you, the plan – your plan – will address it.

We’ll give you specific guidance and suggestions, all tailored to address your needs.  We’ll discuss the recommendations, review various scenarios and talk about financial management concepts and techniques for your particular life stage or business objective. Future capital needs and opportunities will be highlighted along with specific implementation options.

You get a “road map” we’ll both use to make your plans successful, dynamic and responsive.  Making plans is important-but implementing plans, putting them to work, is essential to achieve your goals. We’ll help you build a “to do” list, coordinate the services of your advisers, and provide referrals at your request.

After a plan is put together, you may decide you would like us to assist you in implementing investment recommendations. An investment policy statement specifying your goals, objectives, return requirements, risk tolerance and time horizon is required for any ongoing investment management services. We believe investment planning is a long-term process and will work with you to achieve your goals in a risk-managed fashion over time. 

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