Want to learn more about how we help clients meet their financial goals?
We provide insight and direction for our clients and help build and monitor a comprehensive financial plan. Better outcomes come from being proactive about and planning for what is most important to you financially. We are trust advisors as well as educators.
What does Comprehensive Financial Planning mean? Who do we help? What problems do we solve?
Our Service Areas
- Am I protected financially? Is my family?
- What are my financial goals?
- What are my options for saving money?
- Do I pay down debt first? Have an emergency fund?
- Can I afford the lifestyle I envision in retirement?
- Where is my income going to come from?
- Will I outlive my assets?
- What are my options for social security and health insurance?
- Can my portfolio handle market volatility?
- Am I prepared for a bear market?
- What lasting impact do I want to make?
- Will my assets go where I want them to go?
- Should I offer a retirement plan? What kind?
- How do I build wealth outside of my business?
- Are my investments tax efficient?
- What is a sale of my business going to look like? When?
Our Finacial Advisors
Yesterday was another bad one for the market, with the S&P 500 down more than 2 percent. The S&P as a whole is now down more than 8 percent from the peak, with the Dow down about 5 percent, and the Nasdaq down more than 13 percent as of this writing. What is...
Three hot topics at once. Talk about efficiency! Beyond efficiency, though, I do think there is a fairly deep connection here—and one that is worth talking about right now. What’s with Wordle? For those who haven’t found it yet, Wordle is a simple text game....
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