Would you like to worry less and enjoy life?
If you are like most people, you worry about your financial future. We can help.
- Flat retainer, full-service financial planning. From cash flow to estate planning, we can work with you every step of the way.
- Fee-only financial advice. We sell no products and receive no commissions.
- A comprehensive approach to your goals. Our team will work within all areas of your financial life: tax planning, savings and investment strategies, insurance, estate planning, retirement planning, budgeting, and more.
- Planning for your current lifestyle as well as the future. Our financial plans are living documents; they change as your circumstances change. We help set realistic goals and offer advice every step of the way.
- Ongoing Communication and Advice. Your annual retainer fee allows you to call or e-mail us any time during the year, in addition to your regularly scheduled appointments - at no extra cost to you.
How we can help.
What often happens is that you go to a stockbroker for investment advice, an insurance agent to buy insurance, an accountant for tax preparation, and an attorney for estate planning. All of them can give you great advice about their area of expertise, but it's a bit like deciding what the puzzle is, based on only one piece. Is it any wonder that the pieces then don't fit together?
With the right help, you can put them together successfully. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.