Individuals & Families

Growing Assets, Wealth Management, & Retirement Planning

Life is fleeting and precious.  That's why our clients are people who want to make every moment count.  They want both the time and money to see the world, build a new house, run a successful business, leave a legacy for their children, or do whatever it is their heart desires.  Our mission is to help our clients with all their financial needs, freeing up their time and preserving their money in the simplest and most efficient ways possible so that they can reach their goals in life.  

Using our expertise, we strive to help our clients invest more effectively, save more on taxes, and plan for the future.  Our goal for our clients is financial clarity, financial stability, and financial success.  

In short, our mission is to help you navigate the road between where you are and where you want to be.  

Our Services

This is What We Can Do For You:

  • Tax-reduction strategies.  When it comes to your money, we want you to keep more so you can do more.  
  • Investment planning.  First, we help preserve your money.  Then, we help it grow*.  
  • Retirement planning.  In order for you to retire when and how you want, you need to have a plan.  From determining how much income you will need to helping you maximize your Social Security benefits, we do it all.  
  • Estate planning.  Many clients tell us that the relief they feel once they know their loved ones will always be taken care of is the most powerful benefit of all.  
  • Frequent and regularly scheduled meetings to update your plan, identify any new opportunities, and help you with your ever-changing needs.  
  • An informative and enjoyable calendar of high-quality newsletters, tax reports, and articles of interest so you can stay educated about new developments in the economy and how they may affect you.  
  • Regular client-only events, some educational and some just for fun.  Our clients look forward to these all year-round.  
  • Personalized service that delivers you our best and most current ideas, suggestions, and solutions.  

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Past performance is no guarantee of future results. Please note that individual situations can vary.  Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

Our Process

We help our clients get to where they want to be through our Financial Clarity Process.  Most people can envision how they want their life to look, but the steps they must take to get there are often a blur.  It takes real financial expertise to know how and what to do; expertise you may not have neither the time nor the inclination to attain.  We have developed that expertise so you don't have to.  Working together, we will take you through a step-by-step program designed to show you exactly how to reach your goals in life.  

But we don't just show you the road.  We hold your hand as you travel on it.  Here is an example of how our process works:

  1. First, we meet with you to assess your current situation, discover your goals, and identify any challenges or dangers you face.
     
  2. Next, we identify what you will need to reach your goals and overcome any challenges.  More money saved on taxes?  A potential better investment return?  An adjustment in spending?  We'll determine that here.  
     
  3. After an in-depth review and analysis of the information we have uncovered, we will begin working on a personalized plan for you.
     
  4. Next ,we present you with a Financial Clarity Plan, a detailed set of steps that, once implemented, will give you the time, confidence, and financial means to achieve your dreams.
     
  5. Finally, we hold regular Financial Clarity Reviews with you to ensure you remain on track to reaching  your goals.  As previously stated, we hold your hand until you arrive at exactly where you want to be.