Our philosophy is simple. We want to get to know you in order to help you make the best financial decisions possible.
As a firm, our focus is to understand your goals and develop a personalized plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From there, we communicate regularly to assess the progress toward your goals and, when necessary, make adjustments to your financial plan. How and when we communicate is custom fit to you. We can communicate by phone, web meetings, in person or any combination of these.
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 in order to provide you with the best financial advice for your particular situation.