A comprehensive, collaborative and tax efficient approach to planning and execution for individuals and business owners is the cornerstone of our clients success
Ever hear the phrase “life’s a journey, not a destination”? We believe the same can be said of wealth and retirement planning. Although we might ultimately know where we want to go, charting your course and travelling the uncertainty of life is another challenge entirely. Our planning and investment management approach was designed In response to the needs and challenges faced by busy and successful business owners, executives, and retirees.
Together with Our Collaborative team of experienced independent investment, insurance, tax, legal, and business advisor professionals, we provide comprehensive, consistent, and tax efficient planning solutions, with measurable results and accountability. As our clients “Fee-Only” independent Financial Advocate and Captain of your Planning Ship, we will guide you through our 6 step process that gives you the Finacial Compass to arrive safely at your planned destination.
Before we know how to reach your destination, we must first know where you have been and where you are today. Our comprehensive Discovery process is the initial planning phase that helps us “get your bearings and set the course”. As you set sail and strategies are implemented, changes in the family, Businesses, employment, Tax, and other unforeseen events will occur. Your plan is your guide through these uncertainties and is designed to be periodically reviewed and to adjust strategies as your needs and challenges change. As your Ships Captain, I engage the proper members of our Wealth Planning team of professionals as they are needed. Ultimately, this is intended to save you valuable time, money, and taxes, while also providing you the peace of mind knowing that your family goals and values are secure.