What Makes Us Different
Client Focused. Goal Driven. Always Caring.
It is our goal to help our clients meet their goals as if each client were a member of our family.
For over 30 years we have built our reputation upon providing quality long-term strategies for investment management and financial planning for those looking toward retirement or are already retired. We have dedicated ourselves to helping enrich the financial lives of each of our clients.
- We meet with you two to four times a year.
- We meet regularly to analyze and review our model portfolios
- We provide tax aware investing
- We provide regular long term planning updates
- We communicate with you when we make changes in your portfolio
- We send out quarterly performance reporting & an economic commentary
- We send market updates when there are surprises
- We host client educational and appreciation events
Our clients choose us - and stay with us - because we are focused wholly on helping them manage and maximize their money. We work diligently to build and continue trusting relationships so that we can help clients make informed decisions designed to address both their current situations and their long-term goals.
Why Do Clients Come To Us?
Clients come to us often because they are frustrated or confused. Their CPA does their tax return, their attorney does an estate plan, they own insurance and they have a stockbroker or investment adviser. However none of these trusted professionals are talking to each other. The client can’t remember why they did an estate plan, the ownership of their assets is not coordinated with their estate plan, they don’t know the beneficiaries of their estate plan and they don’t know whether they have enough money to retire, They need help! Today, individuals need someone to coordinate all the information and tell them what it means. That’s what we do.
We are the conductor orchestrating all the separate parts in an integrated way that sounds beautiful to the client.