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Financial Planning

Investors have more choices than ever when it comes to deciding where to put their money and more reasons to be careful about whom they trust to make investment decisions. A practical perspective, experience, integrity and a proven tract record are all important factors to consider. It is also essential that your advisor is always willing and able to provide personal attention and practical solutions to you as you and your family go through life's challenges.

 

Personal and responsive attention

As a small firm, we pride ourselves in really getting to know and understand each of our clients so that we can be immediately responsive to your individual needs. We encourage our clients to contact our office anytime and are committed to always being there for you. Whether it is a request to receive funds, to discuss a potential home purchase, formulate a gifting strategy, or computing various retirement scenarios, our advisors are at your service.

 

A holistic view in delivering financial services

Our advisors are committed to helping investors find solutions to their financial life and do this in an honest and ethical manner. We do not charge commissions, and as a result, we are able to provide objective advice that is in our client's best interest. Our advisors are continually looking ahead for upcoming challenges, new investment trends, and governmental changes that may affect our social security system, tax code and health benefits. Proactively seeing the challenges ahead and formulating counteractive strategies helps our clients to better prepare and have more control in achieving their goals.

Our advisors follow a tactical asset allocation portfolio management strategy focusing on conservative long-term strategies for responsible wealth management. This approach has proven successful, even during periods of market turmoil. As prudent investors, we also actively seek no-load funds and low-cost alternatives for our clients to ensure we can be responsive to the changing investment market and make adjustments to client portfolios without the client suffering needless costs.


 

Steps to evaluate financial planners

It is a wise idea to interview different financial planners to see who may be the best fit for your needs. You will want to select a competent, qualified professional who you feel comfortable with, feel that you can trust, and one whose expertise and business style suits your financial planning needs. Finding the right advisor for you can help ease your mind and provide a support system and sounding board for life's big decisions.

Here are a few links to help you get started with the financial planning process and help in finding an advisor that you can trust:

 

Financial Planning

Planning for tomorrow while managing the challenges of today.

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Wealth Management

A solid foundation to protect wealth for you and your family.

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IRA Rollovers

Maintaining control and full flexibily to preserve and protect your 401k or pension plan

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Business Solutions

Working with your trusted advisors to better manage your business, create liquidity & plan for succession.

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