Our Firm
Many people believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's more about setting financial goals and learning to use financial strategies that will help you meet your current objectives.
Our goal, as financial professionals, is to help you plan your financial future. Whether your goals involve planning for a comfortable retirement, covering your loved ones in case of an unplanned death or disability, building wealth through investing, or protecting your estate, we can help you develop a roadmap to reach your goals and assist you in making wise decisions to improve your financial situation.
The Process we follow in completing a total financial strategy consists of:
- First and foremost, we want to get to know you as an individual. We feel it is integral to really know our clients. Who you are, who your family is, what is most important to you in life, what worries you today, and what goals do you want to accomplish in the future?
- Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance.
- Design a financial strategy that considers the full range of needs you have now, and those needs you may have in the future.
- Periodically reviewing your strategy and consulting with you to make appropriate adjustments and assisting you in keeping your plan on track.
♦
Our Beliefs
INDEPENDENCE IS POWERFUL
We choose to be an independent firm, enabling us to offer maximum investment solutions without regard to proprietary products, sales quotas or outside influences. Our independence gives clients choice, flexibility and peace of mind. Is your advisor compensated to use specific investments?
Click here to have an advisor contact you to discuss your portfolio
MANAGING RISK IS CRUCIAL
It is vital to identify and manage your investment risk before market turmoil occurs. We utilize several tools to determine your appropriate risk level and then we ensure your portfolio's risk and your personal risk matches. Do you know what you could potentially lose in a down market?
Click here to have an advisor contact you to review your risk level
FIDUCIARY RESPONSIBILITY
As Investment Advisor Representatives, we have a duty to operate in the best interest of each and every advisory client. Not all advisors and brokers operate exclusively under a fiduciary standard, but we do.
FEES MATTER
Excessive investment fees hinder a portfolio's return over time. We feel it is important to be transparent with our fees, while being aware of what you pay and receive in return. Do you know what you are currently paying in fees?
