Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible and avoid pitfalls.
We help people to find money that they are currently losing unknowingly and unnecessarily.
Unlike most Investment and Financial Planning firms that focus on finding a "better" product that potentially pay higher returns (often requiring more risk!) or by "picking" winners, we believe that there is more opportunity to serve our clients by helping them to avoid the losses.
How We Work
Our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From there, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.