Your needs and concerns build the foundation for the right financial strategy for you. We take the time to listen to you and thoroughly understand your values and financial goals so that the recommendations we make are aligned with those fundamental objectives.
With your financial goals in mind, we conduct an analysis of your portfolio and pinpoint those areas where change may be warranted. Recommendations, options and directions are then presented toward improving the potential for achievement of your financial goals, and we can personally assist you in implementing any specific actions you choose to make as a result.
Education is a critical component of the services we provide. Helping you to understand your options so you can make appropriate decisions is essential to our business relationship. Our role is that of a partner to help you put financial issues into perspective, make sound choices, and consider alternatives as your personal circumstances change over time.
Our commitment to building long-term client relationships is based on open, ongoing communications. We are available when you need to contact us about changes in your financial situation, or if you just have questions. We schedule periodic meetings to review and update your financial plan in the event there are expected or unexpected changes in your employment status, as well as to help you prepare for personal and family milestones such as college education, marriage or retirement.