Our Firm

§         OUR FIRM is an independent financial services firm that provides fee-based wealth management services.  We typically produce comprehensive plans and stress implementation and monitoring. 

§         Our focus is on detailed data collection, goal setting and comprehensive planning with no prejudice for either insurance or investment transactions.

§         Our clients' most common themes are investment management and wealth preservation. 

§         A distinguishing characteristic is our planning process through which a personal mission statement is “put into words.”  This process powerfully facilitates our firm’s listening to your objectives and personal values.  The results are custom designed solutions. 

§         Sub-themes include retirement planning, family resource planning, charitable planning and, with the owners of small businesses, employer fringe benefit planning, pension design, key-person planning and business “exit planning.” 

§         A second special characteristic of our practice is our tax-advantaged planning.