1673 Mahan Center Blvd.
317 N. Park Ave
A secure retirement. Funding a child’s or grandchild’s education. Building wealth to pass on to heirs. These are common investment objectives and with good reason – people want to feel confident financially while also providing for the ones they love. But just because a goal is common, doesn’t mean the approach should be.
Our job as financial advisors is, first, to understand you and your specific circumstances and, second, to use that knowledge to tailor a plan to help you meet your financial goals. And let’s be clear: a tailored plan goes beyond simply choosing investment products. It entails a deep knowledge and appreciation of your objectives, needs, long-term goals, time horizon, risk tolerance and most importantly, your personal values.
We take a comprehensive approach to financial planning, investing, and managing your wealth. We spend the time learning about your objectives, reviewing your data, and doing our best to put ourselves in your shoes so we can make recommendations based on your needs. We may request a bit more homework than most, but this is because we believe that making proper recommendations requires proper knowledge and planning.
Our process for individuals and families includes Retirement, Accumulation, Estate, Education, Insurance (Life, Disability, Long-Term Care) and more. Our process for businesses includes Business Financial Planning, Retirement Planning & Design (401(k), SEP, SIMPLE, Etc.), Business Overhead Insurance, Group Insurances, and more.
A saving and investing period that usually runs from your early working years until your late 40s.
A time to manage your funds and transition to more conservative investing, usually your 50s and early 60s.
The time when you begin your post-work life and live off your investment income.
A time to pass down what you’ve learned and acquired to the next generation.