Services
Every plan is custom made to meet the needs of each individual client. It encompasses a holistic approach that focuses on retirement planning, education planning, risk mitigation, estate planning, major purchase planning and business succession. We revisit, update and monitor the plans, in real-time, during our client review meetings.
Risk Mitigation
If there’s been a sudden death in the family or you can no longer work for any reason, you need to have the proper measures in place to protect yourself, your assets, and your lifestyle.
Retirement Planning
Retiring comfortably may seem miles away, but with the proper financial plan set in place, it doesn’t have to be. We’ll help you envision your retirement and turn those dreams into reality by making your money last as long as you need it.
Education Planning
The costs of education continues to rise but you don’t have to let that affect your children or grandchildren. Did you know that there are various grants, scholarships and student loan options available? We’ll go over all of the options available to your family.
Tax Minimization
Why pay more tax than you have to? Tax planning plays an important role in your overall financial wealth. There are many strategies we implement that ensure your portfolio is tax efficient.
Business Succession
Running your own business takes a lot of hard work and dedication, so leave your legacy behind with the proper exiting plan in place. Professional business succession is vital to ensuring a seamless, risk-free, transferring of ownership. We can make that happen.
How We are Different
FOCUSED ON YOU, NOT SALES TARGETS
Having worked for two bank-owned brokerage firms and understanding the direction they are currently taking, in 2016 we understood that it would be in the best interest of our clients and ourselves to work on an independent platform with the backing of a major institution. Our goal is to intentionally run a small and personable practice working with clients that we thoroughly enjoy interacting with. Our clients deal directly with us, not our assistants or junior associates. Our approach is to always put the client first.