The purpose of our business is to help busy, successful people organize their financial affairs and plan for their financial future. We have a holistic approach which includes investments, life and disability insurance, long-term care insurance, and retirement planning.
We have a highly structured, disciplined approach to financial planning. Our priority is to understand our client's financial goals and objectives, risk tolerance and time horizon to develop a well managed, tailored plan specific to their needs. For investments we determine their asset allocation, review their current investment portfolio and recommend any appropriate changes to align them with their objectives. We meet frequently with our clients to reassess their financial goals and to review their financial programs.
Our business is focused on providing a superior level of highly professional advice to our clients as well as providing excellent, personalized service.
Member Since: 2007