Our goal is to keep our clients’ trust. We provide independent and objective advice, while abiding by the Certified Financial Planner Board’s Ethical Standards. These standards require us to put our clients’ interests ahead of our own at all times, to inform each client of any conflict of interest, and to disclose all sources of compensation.
Make Intelligent Financial Moves
We take the time to understand each client’s comprehensive financial situation, not just their investment portfolio. This includes:
- Cash flow needs
- Retirement Planning
- Health and Life Insurance needs
- Education planning
- Tax issues
- 401k Reviews
- Any other issues important to each client
We provide on-going monitoring of each client’s investment portfolio, and produce investment performance reports quarterly for our Fee-based portfolios. We offer the opportunity to meet in person to review quarterly performance reports and also discuss progress towards financial plan objectives.
Our advice is customized for each client, whether we are developing a comprehensive financial plan or an investment portfolio allocation. We do not give canned product pitches. Our focus is to provide advice that finds the optimum solution to each client’s financial situation.
While our clients work hard to save for the future, we work to keep investment costs and taxes low so that more of our clients’ savings goes into their pockets.
Once our clients know they have a comprehensive plan that is being monitored for them, their worries about the future can be reduced. The focus of our clients’ energy shifts to the aspects of life that they know and enjoy, such as career success, arts and leisure pursuits, spirituality, volunteering, etc.
When it comes to financial organization, it is our objective to ease our clients’ anxiety by simplifying the process to see their complete financial picture. We have the ability to view on-demand investment values for all accounts, including the ones we do not manage.
There are times when our clients have concerns for a family member’s financial well-being, and may request our help with the situation. Because we know family is important to our clients, we provide complimentary consultations to parents, children, or other close family members of our clients when requested.