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Our Planning Process

We improve the lives of our clients & their families by creating lasting relationships and solid wealth management plans built on mutual respect, sound advice, and exceptional service.


Financial planning is a process that involves insight in a number of areas and requires input from a variety of professionals such as CPAs, tax and estate attorneys, insurance and investment professionals, benefits experts and business planners. We work closely with a network of professionals that can help you structure and implement financial plans that address relevant tax, insurance and business considerations, as well as legal issues, benefits related questions and other key areas. We can work seamlessly together with any existing professionals with whom you have established long-term relationships. This ensures that long-established relationships remain intact and continuity is maintained.


We are independent and objective. We strongly believe the most effective advisor/client relationship results when there is no bias due to compensation arrangements with outside parties. As such, we have no proprietary investment products to recommend and no vested interest in promoting a particular product or service. Our only interest is that your needs are met and that you’re always assured of unbiased recommendations and advice.


There is no single formula for an effective financial plan. What is appropriate for one client may not achieve the desired results for another. We believe that your financial plan must reflect your individual risk tolerances, biases and objectives. We work closely with you to identify specific objectives and to put in place the best plan to help accomplish those objectives, using the proper financial strategies. This belief guides every step taken in the financial planning and monitoring process. It is also why we encourage your involvement in all aspects of the planning process.

We offer a complimentary consultation, not only to review your portfolio, but more importantly, to decide if our future collaboration will be a suitable fit for both parties involved. | 508.888.2242