We provide a comprehensive approach to income, estate, financial and investment planning. Unlike traditional estate advisors, we have a team of planners, financial advisors, insurance professionals and investment managers who work to bring the best thinking, creative solutions and valuable advice together to create a plan that meets your long-term goals.
This gathering of expertise and guidance enables us to create a plan built around your goals. Insurance people tend to see insurance as the answer, investment people often have specific products to push. Our team prides itself on focusing only on you, your needs and your aspirations.
We work to help you articulate your dreams, formulate a vision for your future and the future of your family and business, and we put together a comprehensive plan that helps to make your dream a reality.
Many individuals have some components of an estate plan but have never stepped back to see how the piece work together or against each other. Some are over-insured, under-resourced or have yet to think about their senior years. We can help drive these conversations and create a map that will help get you where you want to be. Whether your goals are to continue working, traveling the world, spending time with grandchildren, volunteering, beginning a third-age career or just relaxing, we can help you find a way to make it happen.
Our firm does not have individuals working in silos; we focus on collaboration. Our team carefully evaluates your personal financial situation and business and family obligations against a backdrop of your long and short-term goals.
Our method is different than many in the industry because it takes a cross-disciplinary approach. We collect every relevant financial document and ensure that consideration is given to all of the components of a solid financial plan. This 360-degree view helps us identify opportunities, gaps and potential problems so we can recommend the right solutions.
It is very common for clients to realize that the plans in their heads will not be executed within the framework they already have in place. Many find that their expectations of the planning process are dramatically different than reality.
We synthesize your information into a Present Condition Analysis (PCA), a comprehensive look at your current situation. We create this extremely valuable tool at no charge and no obligation to you.