We want to get to know you, your specific life situation, your goals for investing, your plans for retirement and your legacy. We need to know what you are passionate about, what gets your motor revving, and what relationships are most important to you.
An understanding of what is important to our clients makes it possible for us to create living wealth plans. When charting a course to reach financial and life goals, we collaborate with our clients, analyze investment allocations, contributions to employer plans, Social Security income, educational savings, income, taxes, health insurance costs, gifts, as well as life's little surprises.
