Thanks so much for your interest.
The best way to shift your thinking about financial services is to set up a meeting with us. We’ll sit down and talk - human to human - about how we can add our strengths to yours.
Go to a typical financial advisor and you may find that they view your financial future through the scope of the products they offer. Seriously? What a fortunate coincidence — for them.
We believe that there are as many ways to build your financial plan as there are goals you’re targeting for your family: current needs, future security, managed risk and accounting for those inevitable financial misfires.
Enough of this “ready, fire, aim” stuff. Consult with an advisor whose goal is to help you hit the mark, where and when you need to hit it.
Typically, this is the schedule we’ll follow if we’re doing a combination of consulting advice and investment management:
Estate document review (wills, trusts, power of attorney, etc.)
End of year tax planning + options
ACA/Medicare enrollment review
Employee benefit election review
Prior year review
Cash flow and budgeting, debt advice
Credit score and report
Tax reporting data
Update and track projections for retirement, college, etc.
Insurance review: Life, Disability, Home/Auto umbrella
Annual billing review