As independent financial advisors, we specialize in working with legal, medical and business professionals. Most of our clients are looking to accumulate for their children's college education and their financial peace of mind in retirement.
Typically, new clients are referred to us because they are looking for a trustworthy advisor who can work with them to define their dreams and overall objectives. Appropriate investments can then be identified and implemented.
Since we are an independent firm, we are also able to recommend asset allocation models and world-class money managers that will serve to meet your interests and goals.
Financial Planning
We feel that you play a vital role in the decision-making process. Therefore, we follow a particular outline when advocating the best course of action for you and your finances. Our financial planning process includes:Taking the time to understand your goals, needs, challenges, and attitudes. Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable with. By actively participating in the planning process, you retain control each step of the way.
Suggesting a mix of investment products to best serve you. 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.
Continuing to monitor your investments' performance and consult with you regularly to ensure the program continues to reflect your current circumstances and aims.
Retirement Planning
Whether you are already retired, planning to retire within a few years, or still have decades to go before you leave the work force, your retirement goal is the same—to enjoy financial security and independence during your life after work, and to make sure your money lasts as long as you do.
We specialize in guiding you towards your financial future. We can work with you to develop a diversified plan for your retirement nest egg. We will review your existing retirement accounts and help you plan realistically to meet your current needs and future goals.
We also help small businesses with Keogh plans, money purchase and profit-sharing plans, as well as 401(k) plans, SIMPLE IRAs, and SEP-IRAs.
CFP®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned by the Certified Financial Planner Board ofStandards, Inc. These marks are awarded to individuals who successfully completethe CFP Board's initial and ongoing certification requirements.
|
