We help individuals and families seeking to build,
protect and manage their wealth over time.
Comprehensive Financial Planning
Pursuing Your Estabished Goals
We believe that without a plan in place to pursue established goals, it’s nearly impossible to measure your progress along the way.
Retirement income planning; education, tax and estate planning; and insurance services are among the many components of a comprehensive plan designed to help you pursue multiple financial and lifestyle goals. Our approach to financial planning seeks to help you:
Fully assess your current situation, goals and desires
Overcome obstacles and challenges
Recognize and pursue opportunities
Learn new ways to minimize taxes, increase savings and invest more effectively
Adapt strategies to changing life goals or market events
Pursue multiple objectives and life-stage goals
Achieve a greater understanding of financial management principles
Simplify the wealth management process while reducing financial anxiety
WealthVisionSM Financial Planning and Account Aggregation System
Our innovative WealthVisionSM system enables us to efficiently collect and analyze your financial data, enhance planning and goal measurement, and track progress against your objectives on an ongoing basis. This fully integrated online planning system can provide you with a comprehensive view of your financial picture, no matter where you are or where your assets sit. It can also help you consolidate and integrate the various areas of your financial life in real time, and can provide paper-based or electronic reports that can be viewed 24/7.
Scenario planning from single-goal or event analysis to a comprehensive financial plan
A comprehensive, aggregated view of all of your financial assets
Real time asset values for your financial plan across multiple accounts and advisors
Secure, online vault for storing critical documents and information
A method for tracking spending, resulting in a consistently clear understanding of your spending and saving
In situations where clients have specific needs that may not justify a comprehensive financial plan, our hourly consulting program can be a valuable tool. Hourly consulting is a flexible and affordable option for clients seeking sound financial guidance delivered in a deliberate, goal-oriented manner.
Hourly consulting services include specific financial problem solving and consulting in areas that are somewhat different than the services offered through traditional, comprehensive financial planning where we can provide valuable, targeted strategies. The costs for hourly consulting services are based upon an hourly rate, which is fully disclosed in a written engagement agreement.