We work with clients to clarify their objectives and concerns and
develop a plan to address their specific situation. This can take the form of a comprehensive
planning process or a project focused on a particular area of concern such as
cash flow management and budgeting, retirement planning, investment strategy,
insurance and risk management, withdrawal strategies during retirement, debt
management, and estate planning.
Whatever the scope of our work, we seek to help clients develop an understanding
of the financial options available and assist them in making sound financial
choices. For more about our planning services, go here.
In conjunction with the planning process, or on a stand-alone basis, we
can provide the full range of investment solutions designed to help clients
achieve their financial goals.
Investment management services are provided on a fee-only basis – there
are no sales charges, loads, or commissions. For more about our approach to managing your investment portfolio, click here.
Insurance Solutions: A sound financial plan should not be solely focused on accumulating and growing your investment assets, but also should consider protecting what you already have. We help you evaluate the potential risks and can provide appropriate solutions for life, disability, health and long term care insurance.
Mortgage Financing: Real estate comprises a major portion of the net worth of many clients and the wise use of mortgage financing can have a significant impact on your ability to achieve your goals. We can assist in obtaining loans for purchase or refinance of your personal residence or investment property, and help you evaluate the financial impact of your real estate transaction.
If you'd like more information regarding our services, or would like to schedule a no-obligation consultation, please feel free to contact us.