Here for you at every turn
Our clients treat us like family, and the feeling’s mutual. These loyal clients often introduce us to like-minded people, who seek guidance to help prudently manage their wealth so they can take care of those they love. We’re honored by their trust in us and are available to lend our collective expertise to help you and yours plan for a confident financial future.
Our first meeting
We are financial planners, not stock planners. For us, it’s about focusing on you from the first moment you walk in the door. That’s why you’ll always find cookies and a fresh pot of coffee waiting for you. Once you’re comfortable, we’ll begin the process of getting to know one another. In fact, our first meeting will serve as the foundation for the relationship we’ll build together. We’ll discuss your goals, debt level, risk tolerance, income, reserves and retirement plans, among other topics. During our one-hour initial review, we’ll also talk about how our distinct backgrounds can help you establish trusts, powers of attorney and wills, as well as ways we can help preserve your assets.