Our Services

Our financial management process begins with you!  Our initial meeting is offered free of charge and without obligation.  It’s a time for you to talk and for us to listen. We want to understand your needs, dreams and fears.  Your financial well-being is at the top of our list so we will tailor a solution to help you reach your financial goals.   We’ll discuss how you feel about money and may ask you to take a risk questionnaire.  And when you decide that we’re right for you, we will work together to implement your financial plan.

We believe in building long-lasting, quality relationships and we want to earn your trust.  To insure our planning and investment management services are aligned for your success, our services are offered on a sliding scale fee-based arrangement.  We will keep you updated quarterly, visit you annually and encourage you to call us anytime with your questions. Our bottom line is that we will do what’s best for you!

Our primary services are:

  • Financial Planning

  • Asset Allocation

  • Investment Selection

  • Rebalancing

  • Withdrawal Strategy