We enjoy what we do and have great relationships with our financial planning clients – many of them are good friends!
What we do
We prefer to complete full financial plans for clients. These include retirement and investment planning issues; estate planning and tax issues; debt management and risk management. Some of these items we handle in-house; some of them we outsource to our valued partners. For an overview of some of the components of a financial plan, please click here.
What we don’t do
Transactional business is not our forté. We’re looking for long-term, full service relationships. If you need assistance on a short-term, transactional basis we are happy to refer you to a financial business in town which can help. We can’t help everyone and for the benefit of our existing clients, we are unable to take on every prospective client.