Our financial planning process begins with taking the time to understand our clients goals and concerns as it relates to their personal financial situation. Not only do we work with our clients to understand “the numbers” we also work with them to understand their personal views of money and their family dynamic. It is from this foundation of understanding that we can establish a custom financial solution to allow for their financial success.
We work to create a financial plan that is in the best interest of the client free from any conflict of interest. As independent financial advisors we are free to choose the best solutions for our clients without influence from a large public corporation or bank. As business owners we appreciate and value our client relationships and strive to deliver conflict free financial solutions for our clients.
We have been fortunate to work with our clients long enough to know the benefits of a trusting relationship. We feel trust is earned by providing ethical and reliable advice.
Here are some of the areas that we have been privileged to assist our clients:
Helping plan their retirement.
The proper asset allocation.
The benefits of organization and consolidation.
How to leave money to their children.
How to plan for their care later in life.
Which state to reside in.
The proper Estate plan.
As we work through these issues and others with our clients we realize the decision-making process is sound when made in a trusting relationship.