Ongoing Services

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While the initial financial planning and investment management is a good start, clients continue to have financial issues arise that need additional attention. We encourage our clients to call us first. While we may not be able to provide all additional services in-house, we might have suggestions that will help.

For example, we can make it easier for you to locate or obtain information on

  • bill paying services
  • home refinance options
  • car or plane leases
  • buying real estate
  • making charitable gifts
  • finding a home re-modeler
  • exercising stock options
  • almost anything else you can imagine.

(We even work with a concierge service that can obtain great tickets to any show or sporting event in town.)

We encourage our clients to contact any of the staff or a shareholder with questions and concerns. Open communication is key to building our business, and our shareholders are always available for you.

Who We Are

We are independent advisors who focus on providing objective advice surrounding your financial planning and asset management goals. We are entrepreneurs ourselves and work best with individuals and families that want to delegate the organization of their financial lives so they can spend more time with their families. More

What We Do

We combine the emotional with the technical aspects of a disciplined and comprehensive planning approach to help families keep the promises they make to themselves. Tax-efficiency matched with wealth preservation helps our clients achieve retirement, education and estate transfer goals while sleeping better at night. More

Why Choose Us

Three things make us different. First, we always act in our client’s best interests. Second, we focus on the freedom money gives, not just returns. And third, because of our affiliation with an accounting firm, we focus more on after-tax outcomes. More

Our Process

We offer an initial consultation at no charge. We use this meeting to define clients’ goals and objectives, to analyze their current financial situation, and to determine if our styles would be a good fit. More