Individual, Family & Small Business Planning
Your financial life is made up of many moving parts. The more parts, the more complicated it gets. We know from experience the complexities involved. For example, transitioning to retirement income; planning for the security of your loved ones; or preparing business exit and succession strategies. Our experience and access to a nationwide network of trusted financial, legal and insurance resources help ensure that you’re always comfortable with your plan. Financial planning simplified provides you with the peace of mind to focus on your daily priorities as we work to grow your wealth and establish your legacy.
Asset Management
We target a range of investment returns, and we don’t necessarily measure the performance of a portfolio by the benchmarks of the S&P, Dow Jones or other market indexes. Our benchmarks are tied to your comfort level and what you want to accomplish. We favor strategies based on the proven, patient fundamentals of limiting exposure to risk and making steady progress. By taking the long view, we can adapt your plan to the changes in your life while staying focused on your ultimate goal.
Insurance Planning
Every thoughtful financial plan needs the support of an equally thoughtful insurance plan. It’s the most prudent way to protect what’s important to you and manage the financial impact of potential hardship. We simplify what can be a complicated process by providing clear, knowledgeable advice on the most cost-effective insurance plans for you and your family, including life and long-term care policies, as well as business liability coverage.
Retirement & Estate Planning.
Our mission is to plant and grow sustainable security from one generation to the next. That’s what lifetime financial planning is all about. We take into consideration your goals and the legacy you hope to establish. Though we can’t claim to be psychics, we are experts at helping people prepare financially for their futures. Our team offers professional guidance toward the retirement you hope to enjoy, and we have access to a network of trusted legal and tax professionals for planning a smooth transfer of wealth.