500 North Broadway,
Full Spectrum Financial Solutions
"Where Life and Money Come Together"
Business Owner Planning
Where you are the business and the business is you
Exit Strategies of the Rich and Famous
How to Retire Early
The Cost of Procrastination
Encore Careers: Push Your Boundaries
Watch our video to get to know us and our client value proposition
We offer comprehensive financial and wealth planning for individuals looking to attain core value financial goals. In conjunction with traditional investing and wealth management services, the theme of "where life and money come together" is always at the forefront of our approach. We offer clients a comprehensive written plan that discusses the many financial life decisions clients are confronted with on a day to day basis. The plan addresses the six key areas of financial planning. They include: budgeting and saving, insurance/risk management, investments, taxes, retirement, and estate planning. The planning approach we offer our clients is called Financial Life Planning. Many of the decisions made in one area of financial planning have a domino effect on other key financial planning areas. Therefore, we believe a holistic approach to a client's financial planning needs is most beneficial.
We also specialize in the integration of business and personal financial planning. Small business owners know that they are the business and the business is them. By offering comprehensive financial planning services for small to medium size businesses, we are able to bridge the gap a business owner is confronted with regarding the overlap between their business financial needs and their personal financial needs.
Financial Life Planning Benefits
"Those who plan, do better than those who don't"
- Winston Churchill
We create strategies that are tailored to your goals.
We stand confidently by our value proposition.
We work with conservative individuals and small business owners, who look to reduce risk when investing and spending their assets. With the knowledge they won't run out of money in the process.
Let's talk about your investment strategies.
Do you know if you have enough money to retire? Do you have enough retirement assets to last your lifetime? Do you already have an income distribution plan? Please click here to learn more about a strategy our office offers.
We give you a real-time Personal Financial Website - a 24/7 "command center". Here you can see current data and reports about your investments, and just as important, your plan. You also have access to a firewall-protected, password-secured electronic "vault" for critical documents such as insurance policies, trusts, bank and portfolio statements and key contracts.
The ability to "have it all" in one place is invaluable. You are keystrokes away from accessing the information vital to your financial, legal, tax and business affairs. Your advisors, attorneys, and CPAs can access the information at your discretion - and that makes collaboration easier.
Through our Financial Life Planning approach, we will work with you to explore the many ways you can merge your wealth into whatever lifestyle you've envisioned.
We can Schedule a Phone, In-Person, or Zoom Meeting
Click Here to Schedule An Appointment