Our Philosophy
For over 35 years, our clients have relied on our expertise and close personal attention for advice on investment strategies, tax, and cash flow planning, risk management, maximizing corporate benefits, retirement and estate planning, and business continuation.
We work primarily with retirees, business owners, soon to retire executives and professionals. We approach the management and preservation of wealth precisely the way they approach critical financial and business decisions:
• Undertaking a thorough analysis of the individual and business situation.
• Objectively evaluating a wide range of options.
• Developing informed, well-founded recommendations
• Taking decisive action
• Maintaining ongoing reviews and monitoring of progress.
By providing strong, proven strategies for accumulating wealth and planning for retirement including estate needs – and doing it in a uniquely personal style – we help our clients achieve true financial security as they define it.