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How We Work With Clients

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Comprehensive Wealth Management

Financial Planning

Ongoing Expert Guidance

Helping clients meet their goals is our number one priority. A solid plan and its committed implementation are the keys to success. Getting and keeping your financial house in order could include:

Retirement Plans

Healthcare Planning

Estate Planning

Insurance Planning

Savings & Investment Planning

Social Security Planning

Career/Business Coaching

Investment Management

Delivering on Decades of Experience

We bring decades of experience delivering solutions based investment strategies to help ensure excellent client outcomes. Our investment management service includes:

Retirement Income

Customized Active Investment Strategies

Diversified Cost Efficient Portfolios

Risk Management Aligned with Client Risk Tolerance

Active Tax Management

Opportunity-based Asset Allocation

The cost of our Comprehensive Wealth Management offering, which includes ongoing financial planning and investment management is $12,000 per year, but may be negotiated up or down somewhat, depending on the complexity of your household situation.

For more information about our firm and the services we offer, send us a quick email or call the office. Better yet, book a quick intro meeting with us so we can get to know each other. We would welcome the opportunity to speak with you. |  (855) 918-5300

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