Your vision and dreams define our game plan. You come first.
Our mission is to be a productive member of your personal money team by guiding you through options and help to execute a plan of action.
Who We Serve
We help pre-retirees and retirees assess their financial health and formulate a retirement plan to maximize their resources & protect their wealth.
Our expertise comes from working with hundreds of families who have children with special needs. The life and financial planning takes patience, case and knowledge of these families' particular needs.
The conversation usually starts with 'My spouse handled all the finances. I don't even know what or where we have our money. We begin with a financial audit, and then help our client understand their situation and options.
Between winning the lottery, getting a settlement, inheritance, to a signing bonus with a professional sports team, someone who comes into sudden money is at particular risk to lose most/all their sudden money within 5 years.
What We Do
It takes a mindful plan which starts with an honest assessment of where you currently are and then based on a client's goals and needs, what steps or road may be taken.
We believe in modern portfolio theory to guide our clients using research and science. This task is customized and catered to each client's situation, financial literacy & temperament.
For those blessed to have wealth, we help them protect, grow and determine ways to leave a legacy. In some cases, we also offer next-gen coaching as a way to prepare a alignment of values.
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How We Do It
We have access to state of the art technology, top notch resources and a seasoned team focused on your success , but it all gets put to the side to focus on you our client.
As a firm we follow industry best practices and aim provide our clients with personal and professional experience.
We spend time trying to understand your situation. Then, what are your looking to accomplish? How do you envision a successful relationship with your wealth manager?
If we feel that the prospective client would be a good fit, we would begin sketching out some ideas and matters to address. This may evolve into an organic plan of action.
At this point we would determine what steps to take as we begin on a journey to better your financial situation. As with any healthy relationship, it takes "buy-in" and mutually committed parties.