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.