Trust is the bedrock of lasting client relationships.
We operate in an environment of respect, integrity and trust. We build and foster that environment by pairing our disciplined investment process with an experienced and caring team. Each member of our team offers unique strengths, industry experience, and dedication to serving clients. We’ve worked hard to build the culture we have today - an approach that reflects shared values, priorities and vision, and it is not something we take lightly. We recognized that the only way our clients will be truly happy working with us is if every team member is aligned on the same principles.
Team Structure & Talented Support Staff
All too often, individuals settle for one, single financial advisor – an advisor tasked with watching over your portfolio, returning your phone calls, and researching questions. Our team approach allows each individual team member to address specific aspects of the investment and retirement planning process. We believe that our process allows us to provide a higher level of efficiency and experience than any one individual would ever hope to achieve. Our team currently consists of two financial advisors and three full time support staff.
Comprehensive Financial Advice
Our group concentrates a tremendous amount of our time on managing each chapter of your financial life. Financial planning is a life-long process that must diligently accommodate the inevitable fluidity of one's life. Whether you are in the stages of asset accumulation, capital preservation, or wealth transfer, our planning process will guide you through each phase, while keeping you in the driver's seat. We begin working with you well before your actual retirement date, pointing you in the right direction and suggesting steps you should be taking to help ensure a successful and enjoyable retirement. We spend as much time as needed to help you understand all the different options that may be available, and will help you to navigate through the often treacherous and confusing rules and regulations that present themselves. We help you establish a plan of action – eventually distributing your retirement plan assets in the most tax-efficient manner, as each plan is individually tailored to your own tax situation, estate planning needs and personal goals.
We strive to exceed your expectations every day
While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.