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Are We A Good Fit For You?

 If you can identify yourself in some of the descriptors below, we encourage you to contact us for a complimentary discovery meeting. 

 

Fee-Only Wealth Management

You are looking for an organization that puts you first and works with your total financial picture to support how you want to tell your life story. You would like to develop a relationship that is long-term and holistic for you and your family. You value the level and quality of services you are receiving and you have a desire to improve your financial life.

 

 Fiduciary

You are looking for experienced advisors that put your interest first, above their own. You value transparency and objective advice. You are not looking for someone to sell you a product and you want to know that the fee you are paying is fair and in-line with the services you are receiving.

 

Enjoy Simplicity

You are looking to organize and simplify your financial life by having all your financial assets under the watchful eye of one advisory group. You would like the peace of mind and ease of going to one place so you can see and store your financial information.

 

Open Communication

It is important to you that you can talk candidly and honestly. That you are being heard and someone on the other side of the table is listening. You want to know that no question is a dumb question and you are not made to feel small or belittled. You would like to include your other professional advisors too so there is a well-coordinated team approach.

 

What’s Important

As your life changes, so will your needs. You are looking for compassionate, knowledgeable advisors that can adjust with you. Be there when you need them. Delegating financial matters gives you the opportunity to focus your time and energy on the things that are most important to you.

 

 

Our focus has been on individuals and families experiencing the following events or that consider themselves in one of these categories.

 

  • Pre-Retirees

  • Those Going Through  A Transition In Their Life:

                Retiring or Partial Retirement

                Widows

                Winning a lottery

                Children Dealing with Aging Parents

                Divorce

       Loss Of A  Parent Or Family Member

                Downsizing      

                Receiving An Inheritance Or Life Insurance Settlement

                Newly Empty Nesters

  • Retirees Or Those Wanting Financial Independence

  • Older Adults With Aging Issues

 

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