WEALTH MANAGEMENT

We provide the deep service that our clients need - first and always. Our mission is to help clients achieve their definition of financial success.

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DEFINING YOUR GOALS

Some advisors are busy selling something. We are busy serving the best interests of our clients.

Even if it doesn’t change our bottom line.

It is important for us to understand each client's goals, dreams and objectives.  We want to know what we are trying to accomplish on a client's behalf. We provide the deep service that our clients need - first and always.

 

ESTATE PLANNING

We work with either the client’s attorney or we refer one to structure the appropriate wills, trusts, business entities, insurance, investment management, charitable or foundation plans and powers of attorney. We also coordinate benefits with all parties involved and roll out the new estate plan to the entire family, acting as an independent third part to help relieve the tension among heirs.

FINANCIAL PLANNING

We work with our client on budgeting, cash flow, investment management, retirement planning, major purchases and home refinancing, insurance management and basic estate planning.

CFO/CONCIERGE SERVICES

We act as the client’s liaison between all of their financial personnel, CPA’s, Attorneys, and Business HR Programs. We also work on cash flow and budgeting analysis. We can do everything from coordinating benefits, retirement programs, business continuity planning, asset purchase review, tax planning, investment management, insurance planning, key employee planning, business transition planning and expense review and help to link the company business plan with the client’s personal plan to maintain financial continuity.

INVESTMENT MANAGEMENT

We review, monitor, trade, and manage a client’s investable assets. We pick the most appropriate custodian, investment vehicles and evaluate market conditions to allow us to invest based on the client’s risk tolerance and objectives.
We also provide unbiased advice on investments through our three custodians—LPL Financial, Schwab and TD Ameritrade.

INSURANCE MANAGEMENT

We review, price, evaluate and monitor all insurance coverage (Life, Health, Disability, Long-Term Care, Property & Casualty, etc.) to provide the protection level the client desires. To obtain the best pricing and coverage we price multiple companies. We are able to provide unbiased advice because we are an Independent Marketing Organization (IMO) or Managing General Agent (MGA) with over 40 insurance carriers.​

PRODUCT

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"I haven't failed. I've just found 10,000 ways that won't work"

Thomas Edison