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Financial Planning

Financial Planning

Helping our clients achieve their financial goals requires more than prudently managing their assets. It requires having a deep understanding of each client's personal circumstances, values, and vision. Our rigorous fact-finding process helps us gain a clear understanding of the client's financial situation and investing goals. We then develop a comprehensive roadmap to guide the client toward those goals. Our planning process covers topics such as retirement planning, budgeting, education planning, insurance, and legacy planning.

Our highly-customized financial planning process provides our clients with their own blueprint for financial success. We perform in-depth analysis to determine the optimal path forward, and we verify our conclusions with advanced portfolio modeling and simulation techniques. We then monitor our clients' progress toward their goals, taking into account life and market changes and adjusting accordingly.

View A Plan

To create a plan of your own, schedule a complimentary initial consultation with one of our financial planners.Contact Us

Account Reviews

Periodic account reviews with clients are an integral part of ensuring that our clients are on the right track toward financial success. These reviews provide a forum for rich discussion covering numerous topics, including recent changes that may have occurred in our clients' financial lives, the current state of the markets, portfolio performance and positioning, and any other pertinent financial matters. These meetings serve as one of the primary communication tools between our clients and us. Indeed, periodic account reviews are a key component of our broader financial planning process, providing us with important information that we use to monitor client progress as it relates to each client's customized financial plan.

Ongoing Advice

Things change. Whether it's the birth of a child, the purchase of a new home, or a development in the markets, change is all around us. Being our clients' trusted advisor is an ongoing responsibility, and we are committed to helping our clients make sound financial decisions through all of life's twists and turns. Our clients consult us for advice on a myriad of issues, such as selecting a pension disbursement method, deciding what kind of IRA to open, and understanding how much insurance coverage is enough. Our relationships with our clients are lifetime commitments, and we are eager to provide unbiased, expert financial advice to our clients all along the way.

Our Referral Network

We take pride in our expertise and the high quality services that we provide to our clients, but we are not experts on everything. We focus on what we do best - prudently managing our clients' assets and providing unbiased financial advice to our clients. However, our clients often require services that we do not offer, which is why we maintain an extensive network of highly skilled professionals, including accountants, mortgage brokers, insurance agents, and estate attorneys, among others.

While some firms choose to provide these services in-house, we have taken an independent approach to helping our clients obtain these services. We believe that this helps us avoid conflicts of interest that may otherwise arise as a result of recommending in-house services. In addition, maintaining a geographically diverse network of professionals gives us the ability to often recommend service providers who are conveniently located near our clients.

The Client Experience

Our financial plans, our advice, and our investment portfolios are customized to the individual needs, values, and goals of our clients.