We believe you're better off with a plan.
We offer fee-based financial planning, wealth and risk management solutions to corporate executives and professionals, pre-retirees and retirees, and professional athletes.
We've always considered ourselves to be planning people. It's in our DNA. And while having access to quality products matters, we believe whether or not you get to your destination is reflected in the quality of your planning, how well you adhere to your plan, and how responsive you are to changes along the way.
Because we believe that life is better with a plan. Far be it from us to presume that we can control the uncontrollable. But for everything else…let there be some amount of forethought, a consideration of alternatives, and an approach on how to get from here to there.
Our Process
Using a thorough process that identifies critical areas of need, we uncover opportunities and help people prepare both for unanticipated setbacks, and for desired outcomes.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
SERVICES OVERVIEW
We address eight key areas of your personal finances:
- Budgeting, cash flow and net worth
- Insurance needs analysis
- Investment analysis
- Education funding analysis
- Tax efficient strategies
- Retirement needs analysis
- Estate planning strategies
- Charitable giving strategies
Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate
