We offer comprehensive financial planning to our clients through two service offerings.
- Standard Retainer: A Standard Retainer provides comprehensive financial planning for a fee. Clients will have several scheduled meetings during the initial year, with the number depending the Client’s individual situation. Services provided may include, but are not limited to: Client Profile and Goals, Portfolio Analysis and Asset Allocation, Portfolio Recommendations and Implementation, Protection Planning, Tax Planning, Estate Plan Review, Year-End Review, and Small Business Planning.
- Investment Advice: This offering is for those who want advice focused exclusively on their investments. We evaluate your current investment portfolio taking into account your risk tolerance and goals. Then we make appropriate investment recommendations and implement them with your approval.
Have an appointment soon? Visit our appointment preparation page to see what to bring and send in beforehand.
DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.