We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Our personal mission is to positively impact the financial lives of individuals, families, businesses, trusts and foundations whom we serve. A "strategy" is unique and specifically designed for each client. However, our primary objectives are to protect wealth first, and to grow it, second, where and when we can. . .applying the appropriate level of risk or risk-avoidance along the way. We assemble comprehensive Financial Plans and then implement them, monitor, and tweak them along life's path.
Our clients and others with whom we visit have achieved their wealth positions in different ways, but what they have accumulated is very important to them. We employ the necessary tactics and strategies to ensure we are accomplishing our goals we've established for each Client.
Past performance may not be indicative of future results. Investing involves risks including the possible loss of capital. The performance mentioned does not include transaction costs which would reduce an investor’s return. The S&P 500 is an unmanaged index of 500 widely held stocks. The NASDAQ Composite Index is an unmanaged index of all stocks traded on the NASDAQ over-the-counter market. Investments cannot be made directly in these indexes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.