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"You either master money, or on some level, money will master you."




Analyze | Advise | Advocate

THIS WE DO

We bring together a team of professionals who work for you.

 

WE PROVIDE TANGIBLE VALUE

  • On-going, interactive, and custom Financial Planning sessions with a CFP® professional.
  • A Family CFO that reports to you, the Family CEO.
  • A meticulous and detailed Relationship Manager.
  • Introduction to an estate planning attorney who will carefully draft/review your wills, trusts, POA's, and medical directives and will sit in as needed in planning/review meetings.
  • A firm that collaborates directly with your CPA and will send all your tax info directly to them at tax time.
  • An common-sense investment strategy that's straight-forward, easy to articulate, and seeks to take advantage of market volatility.
  • Online access to a portal to easily view investment performance.
  • A digital archive of life's most important information - for end of life planning.
  • A firm that specializes in simplifying complicated things.




along with the INTANGIBLES

  • We love what we do, and are good at it.
  • It's very rare when someone takes the time to learn about our approach, that they do not become a client.
  • We are so confident in our planning approach, we'll create a custom plan for you during the interview process, so you can "try before you buy", no strings attached.
  • Our planning process is a uniquely interactive experience between you and your planner.
  •  A financial planning relationship that can span generations to benefit your extended family.

Schedule Complimentary Meeting

385-237-4000