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Our Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our clients come from various backgrounds, circumstances, and professions – from recent college graduates, professionals, business owners, retirees, or those preparing for a major life transition, we are here to serve! 

Some of the more common services we can assist you with include:

  • Developing a plan for Financial Independence
  • Development in management of investment portfolio
  • Providing for a child’s or grandchild’s education
  • Reviewing existing investments and insurance
  • Diversifying and managing assets
  • Efficiently managing tax burdens
  • Implementing a retirement plan for your business
  • Preparing for a career transition or transition into retirement
  • Implementing a charitable contribution strategy
  • End of life planning

We create and maintain a broad-based wealth management plan that takes into consideration more than just your money. We are interested in seeing you enjoy your present life while planning for the future! Life is constantly changing, therefore your plan is monitored regularly and updated annually or as frequently as it needs to be.  Based on your Journey, we will make the necessary changes according to your altered goals, financial resources, or laws that may impact your plan.   

We can assist you with action items related to estate planning, coordinating the preparation of your tax return, purchasing or refinancing your home, or shopping for the appropriate type and adequate amount of insurance coverage.  We can meet with, or introduce you to, the proper professionals (attorneys, accountants, mortgage brokers, and insurance agents, etc.) to take this burden off of you so that you can focus on enjoying your life to the fullest and doing what you do best.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (281) 556-1307