Advisory & Financial Planning
Investment Management
Our investment management services are fee-based only, so you never have to worry about hidden commission costs. You will always know what you are being charged.
We believe that investments are an important part of a healthy and diverse body of assets and can bring great benefits to your long-term financial picture. When creating an investment strategy that best suits you, we use a variety of financial components.
But isn’t investing risky? There is always some associated risk when dealing with fluctuating markets and the economy, but with our solid experience, good planning, and proven strategies, we can help minimize this risk!
Once you decide to become a client, your next meeting will be with one of our Client Services professionals who will oversee every detail of the implementation of your plan. This process often includes opening/closing, transferring or retitling of accounts, transferring assets, and working on your behalf with third parties to accomplish your investment plan.
Once your account(s) are established, we will closely monitor the investments to ensure that we stay on track with your financial goals. You will receive a bound copy of all your account paperwork, client agreement, firm disclosures and privacy policy.
We will meet with you annually, semi-annually or as needs arise to review your investments and make recommendations. Throughout the year, our Client Services professionals will stay in touch and be available to assist you with service requests and with your account.
We take a comprehensive look at your financial life…
Our planning process always starts with an initial free consultation. We do this because we would like to get to know you and-also give you a chance to learn about us which will allow you the opportunity to make an informed decision. During this meeting, feel free to ask as many questions as you would like. We will also explain how our investment management and financial planning services work, inform you of some of the products that we offer and obtain relevant information from you in-order to create a proposal.
We will review and discuss with you, with no obligation, your current 401k investments, Annuities, Brokerage Accounts, Life Insurance, credit card debt, and your taxes. Are you invested wisely in your employer 401k or 403b plan? Do you wonder whether an Annuity is right for you or how they work with your other investments?
Whether you are an individual or a corporation, planning is an important part of a successful life or business. Uninformed financial decisions, inefficient accounting or budgeting practices and poor planning have led to financial ruin for many individuals and businesses. We want to help you to avoid these pitfalls and to have a successful financial life now and in retirement.