Access to Experienced Financial Advisors
Our experienced Financial Advisors can help you execute an effective financial plan to meet your goals with peace of mind.
Whether you are preparing for retirement, managing a major life transition or thinking about investing for the first time, our financial advisors are here to support you.
Years of Experience Working with People Like You
Tell us your story of where you have been, where you are today and where you want to be. We then work with you and walk through answers to your questions to develop a highly personalized financial plan around your needs and goals. This way, you can spend more time pursuing your life’s interests and passions, and less time on analyzing, researching and stressing about day-to-day financial decisions.
Answers to Your Important Questions
When can I afford to retire? How much should I save to reach my goals? Is my estate in order? How will my tax situation change? Whether you are preparing for retirement, managing a major life transition, or thinking about investing for the first time, we are here to answer your important questions and help you plan for what’s next. You can rest easier having knowledgeable and attentive financial advisors on your side.
Professional Guidance Navigating Your Financial Journey
We are your go-to resource for insight, education and answers to a wide range of financial topics: IRA and 401K rollovers, tax efficient investing, employee stock and option planning, legacy planning for future generations, and day-to-day investment management for secure wealth building. You could rest easier having knowledgeable and attentive financial advisors on your side.
Continuity of Service for Your Loved Ones
You may be an avid investor, but who will care for your investments in the event of age and/or health related issues? Will your spouse or loved ones be up to the task of managing your personal affairs, while also making day-to-day investment decisions? We provide financial continuity for your spouse and loved ones, ensuring steadfast support for years to come.
Coordination with Your Estate Attorney and CPA
We gladly take the lead in opening lines of communication with your other trusted advisors. This way, your entire financial support team can work cohesively and successfully in the same direction for you. By partnering with us, we can help streamline and organize your financial life so you can focus on what else is most important to you.
Transparent and Straightforward Fee
Our comprehensive financial planning services are charged at a flat hourly rate of $200 per hour – with a ten hour minimum. It’s that simple. IMPORTANT: For those who later come aboard as investment management clients, all prior financial planning payments would be fully credited towards their investment management fees (like a down payment); additionally, all future financial planning services would then become complimentary.