There are three core areas of focus in serving our clients: Investments, Accounts and Goal Planning and Monitoring. In taking time to get to know our clients at a deeper level, we are able to identify goals, concerns and create financial plans tailored to their needs. We use a comprehensive and time-tested approach to analyzing investments appropriate for our clients. Account types are recommended based on time frames, suitability, tax advantages and goal orientation. As goals and needs are discussed we create a plan and tracking system to review the progress toward meeting specific goals. We include other important professional advisors, such as the estate planning attorney and CPA, in providing the most comprehensive plan design. Our approach is specific and tailor-made to your short, intermediate and long term objectives.
