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Client Centered

We work with a wide variety of clients throughout all phases of their personal and professional lives. We believe they all have one thing in common: a desire for financial independence. Yet, many clients do not want to become an expert in all the financial options available in order to select the ones that address their needs. We believe they want personal advice that is aligned with their objectives and their unique values.

If you would rather focus on living your life than working to understand financial complexities, we are here to help.

Among the services our Client Centered team offers are:

  • Personal and Family Financial Planning – helping to build a sound foundation, managing what you have now and building for the future.
  • Business Planning – establishing and helping to grow a business, attracting and retaining employees, successful business transition.
  • Financial Independence Planning – developing investment strategies focused on the goal of creating security and helping to providing a sense of confidence.
  • Retirement Income Planning – developing tax efficient distribution strategies designed to last a lifetime.
  • Tax Planning – exploring strategies that can help you to retain more of the money you work so hard to earn.
  • Risk Management developing customized solutions for life, disability and long-term care insurance.
  • College Planning – saving for education, qualifying for financial aid, making informed financial choices.
  • Legacy and Estate Planning – working with experienced professionals to develop strategies that can allow you to transfer your wealth as you desire, and provide an enduring legacy for people you love and causes you care about.