AND INVESTMENT MANAGEMENT
We provide services specifically customized to the unique needs of each client.
Philosophically, we believe that EVERYONE, regardless of net worth, DESERVES GOOD FINANCIAL COUNSEL. We serve a wide variety of clientele, from young newlyweds to retirees, and every stage of life in between. The services we provide really are customized specifically to the needs of each client, as everyone's situation is unique. We can help you if you are getting started, if you are growing your family, if you are looking ahead or if you are in transition.
Planning for those:
SUDDEN WINDFALLS (inherited or unexpected assets)
Life has many transitions, some painful, and you may be looking for someone to help you through one in a secure, private manner. Whether this is the death of a spouse, a family member with dementia, an aging parent, a special-needs child, etc., we’d be happy to discuss your concerns and needs.
WHO NEED AN EXPERT OPINION
Many people often want another opinion, especially when it comes to investments or insurance. We offer to accompany our clients to meetings and set up phone calls with other financial services providers. We research the financial strength and reputation of other vendors you may be considering using. We bring our insight and experience within the industry to potential fees, policy limitations, internal and external costs and additional choices.