Our Approach to Wealth Management and Financial Planning
Worry-Free Retirement Planning with a Trusted Partner
A Holistic, Family-Oriented Approach to Wealth Management
management, financial planning, tax optimization, retirement planning, legacy
planning, business succession, and estate planning. You’ll always be ready for what comes next with our thoughtful retirement planning approach.
Full Service:
Comprehensive Care for Your Financial Future
Full-Service Financial Planning and Investment Management
This truly all-inclusive experience takes care of everything from day one, eliminating worries about hidden costs or surprise fees. Our team actively oversees your financial plan, investment management, tax strategies, insurable needs, and estate planning, making adjustments along the way to keep your plan in line with your goals. We’ll meet with you regularly to review your progress and update your financial plan as your life evolves. You’ll enjoy transparent pricing, paying a simple percentage based on your assets under management, billed quarterly through our custodian, LPL Financial.
Our services are ideal for individuals, couples, and businesses seeking personalized, high-quality financial planning and investment management with a minimum of $500,000 to invest.
We do make exceptions for those who are relatively close to meeting the minimum now and/or will meet the minimum within two years via retirement, a job change, inheritance, or other windfalls that would suffice.
Our Easy Four-Step Process Toward Your Financial Security
Our comprehensive four-step process enables us to create a truly holistic financial plan that addresses your specific needs. From retirement planning through tax strategies, insurance considerations, and investment portfolio management to business transition and estate planning, we ensure every aspect of your wealth management plan is carefully designed, tested, and implemented, empowering you to focus on what matters most.
Introduction & Discovery – Where Your Dreams Meet Our Expertise
Our first step together starts with an introduction call, during which we get to know each other, assess your complete financial situation, determine your financial goals and unique circumstances, and outline the path forward together.
Education & Financial Planning – Your Blueprint for Success
In this step, we explain and de-mystify the role of a fiduciary-driven financial advisor and how that deeply benefits you. Our financial advisors share an overview of our investment management and planning strategies, laying the groundwork for a collaborative, transparent, and expertly charted financial planning journey.
Implementation – Where Strategy Meets Action
In this crucial step, we put your personalized financial and retirement plan into action, taking into consideration every aspect of your financial health, including your income, expenses, liquid, and retirement assets along with your lifestyle goals, to ensure each decision aligns with your long-term objectives, setting the stage for lasting financial security.
Ongoing Attention – Your Success is Our Constant Focus
Our advisors continuously monitor your assets and portfolio as we provide ongoing tailored investment advice on topics like asset allocation, cash flow, income tax planning and tax preparation, retirement strategies, college planning, insurance strategies, and estate planning. Using advanced data models, we map your financial future, account for economic shifts, adjust for inflation, and continue to evaluate your plan to ensure you remain on course to achieve your goals and secure a worry-free retirement.
Getting Ready to Retire?
The Top 20 Questions You Need To Ask and Answer Before Retiring
Are you ready to retire but anxious about the what-ifs and unknowns? Not sure where to start? Download our free guide, “The Top 20 Questions You Need To Ask and Answer Before Retiring,” and gain insights and knowledge to help you with one of life’s most important decisions.
