Before we work with you to implement a financial program, we take the time to understand your goals, needs, challenges, and attitudes. If we advocate a course of action that you feel uncomfortable with, your money cannot serve you effectively. By actively participating in the planning process, you retain control each step of the way.
After we have assessed your needs and goals, we will suggest an allocation of investments to serve you best. Because we are an independent financial company, we have the advantage of offering you access to a wider variety of products than many bigger Wall Street firms.
After your investment portfolio is implemented, we will continue to monitor your investments' performance and consult with you regularly to ensure that your portfolio reflects your current circumstances, goals, and objectives. We will then recommend any necessary portfolio allocation changes.
Fee-Based Asset Management
Estate and Inheritance Issues
Income Tax Issues
Education Funding Planning
Socially Responsible Investing