Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you so we can truly understand what you are about and then present an analysis and discuss our recommendations with you based on your input. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws as well as changes in investment strategies in order to provide you with the best financial advice for your particular situation. We value transparency in our practice and we are a non-proprietary firm.