Services Overview

You got to be careful if you don't know where you're going, because you might not get there. ~ Yogi Berra

Financial Planning Services
Financial planning is the process of establishing a advisor-client relationship, identifying your goals and dreams, analyzing and evaluating your situation, developing the most appropriate planning recommendations to meet your goals, implementing the recommendations, and monitoring the implementation to keep you on track.

Our financial planning services are tailored to meet your concerns and priorities.  A comprehensive financial plan includes advice in areas including risk management and insurance, income tax planning, retirement planning, investments and estate planning.  Financial planning is most effective using an integrated approach, which allows us evaluate interrelated issues and develop alternate scenarios.

We help you know where you are going, and how you are going to get there.

Hourly Consulting
For clients with a specific, isolated planning issues hourly consulting services are available.   

Investment Management
We offer investment management solutions based on your risk tolerance, time horizon, preferences, and need to take risk (based on your goals)
We design a customized portfolio to achieve your goals, using a sound, academically proven investment philosophy.  An investment policy statement (IPS) governs the ongoing management of your portfolio.

this page last updated on 090804