Our process involves what we believe are key elements in any positive, long-term relationship. Such essential key elements include time, open communication, client education and the use of demonstrated financial planning systems.
Our financial planning process is fluid and ongoing. Part of planning is gathering information, creating a plan and regular monitoring. It is also about ongoing communication that builds trust in, and comfort with, the strategy we build together. Your participation is an essential element in its success.
We take a holistic approach with our planning for our clients. This approach is characterized by the view that all of financial planning’s component parts must be analyzed together rather than viewed simply as individual components. For example, while evaluating investments, it is vital to analyze the impact of taxes on those investments.
The cornerstone of our practice is to act in a fair and ethical manner. We seek to provide you with choices that are in your best interest. As an Investment Advisor Representative and fiduciary we want to provide recommendations within the context of understanding your past; identifying your present situation and prioritizing your future goals.
Our ongoing relations, founded on trust, open communication and a mutual desire for your success, advances the planning process and can help you feel a greater sense of confidence in your future. You’ll find that feeling to be one of the greatest rewards of financial planning.
We strive to make our services superior in quality; the very best we can provide. With our independence we are free from third party influences. We strive to offer unbiased, objective advice that serve our clients.
In some cases we will work with other professionals that have valuable background, experience and are like minded. We will help bring together, implement, and monitor these essential associations.
Regarding Our Clients:
Clients are the foundation of our business. We make every effort to gratify our clients by helping them pursue their objectives and priorities. In all of our client contacts, it is our intent to repeatedly serve your best interests.