446 North Westhill Boulevard
Before making recommendations, we will take the time to get to know our client through the financial planning process. Planning is the core of what we do and is what gives our clients the confidence to make difficult financial decisions. Whether your situation is simple or complex, we have the experience and knowledge to help you.
Since we will know your financial situation, we can offer the following services:
Guidance on employer retirement plans
Review of accounts with other firms
Overall Risk Analysis
Existing Policy reviews
Life insurance application
Disability insurance application
Long term care insurance application
Sustainability reviews of portfolio withdrawals
Social security maximization and optimization
Pension maximization and optimization
Tax minimization strategies
Reviews of Wills & Trusts
Minimizing estate tax liability
Collectively our advisors have over 70 years of managing and growing wealth for clients. We have advised clients through a multitude of market environments over the years. The knowledge and experience we’ve gained provides the perspective and professional advice our clients have come to expect.
The foundation of our investment process begins with getting to know our clients. We discover as much as we can about the history of their wealth management, where they are today, and most importantly where they want to go in the future. We take a comprehensive approach to portfolio management and believe in performing a thorough analysis of all their assets, including investments they have through their employers as well as other firms.
Once we know our clients’ situation we will help build a portfolio that takes into consideration their needs and objectives, timeframes and tolerance for risk. Through the support of our broker-dealer LPL Financial, we have access to a comprehensive list of investment options including stocks, bonds, mutual funds, ETFs, and separately managed accounts from some of the best money managers in the industry.
As Certified Financial Planners we are fiduciaries. We work in our client’s best interest to manage their portfolios over many years. We expect to meet with clients regularly, to monitor progress, and recommend adjustments as necessary in order to ensure their portfolio is invested properly
firstname.lastname@example.org | (920) 993-2264