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Services: Financial Advice

911, or just 411

Questions don’t wait for quarterly reviews. Why should you?

We can’t run red lights, but we're here
whenever you need us.

We don’t just plan your investment strategy. We ensure that you have clear visibility into all aspects of your finances. And we're always available to answer any questions that come up, whenever they come up.

Financial Planning

Many firms can create an investment portfolio, but investments are only part of the picture. What about taxes, insurance, retirement planning, estate planning, changes to legislation? They can all have an impact on your financial health. With our advanced training as a Certified Financial PlannerĀ®, we assemble the complete picture of your entire financial situation as part of our overall process:

  1. We conduct our proprietary “financial physical” to diagnose your current financial position as compared with your long-term goals.
  2. We create a prioritized list of financial planning related action items for the upcoming year.
  3. We assist you and/or your other professional advisors (accountants, attorneys, insurance providers, etc.) in executing any action items.
  4. We re-examine your overall situation, goals, and plan each year at your annual review, or anytime a significant change warrants it.

Financial Advice

Planning to refinance your home, send a child or grandchild to college, gift assets to family or charity? Wondering what to do with a recent financial gain, how to handle a loss, or your best approach come tax-time? In addition to your annual review, we’re here the other 364 days to provide answers to any questions you may have (emergency or not). Our primary purpose is to serve you and to help protect your financial well being. Don’t hesitate to call on us.