Managing your finances today, let alone planning for what tomorrow may bring, doesn't happen automatically. Squeezed by the demands of daily life, you may know the importance of planning for a secure financial future, but perhaps have placed it on the back burner. The good news is that financial planning doesn't have to be an overwhelming burden. It is a tool that's available to everyone, rather than a luxury for a select few.
Creating a plan with realistic and stress tested lifestyle and investment goals requires that we know who you are and what you want in your life, now and throughout your lifetime. From there, we can address all of the necessary elements – whether that involves planning for financial independence, education funding, tax planning, estate planning, risk management or legacy planning. And any time your life takes a turn, whether planned or unexpected, delightful or stressful, we will be there to help adjust the plan so that it is consistent with your changing needs.
Understanding your needs gives us a frame of reference regarding investment performance and we can move on to developing an investment strategy.
Our investment advisory services include capital allocation, investment selection and portfolio management.
You Come First
Whether or not you’re familiar with the term fiduciary, all you really need to know is that it means we act in your best interests – always.
This may seem obvious, but many financial professionals are not necessarily held to the fiduciary standard. While they are obligated to providing you with information and advice that is suitable for your situation, their primary obligation is to offer you a range of investments that are stipulated by the financial institutions which employ them. In those cases, their company’s best interest would take priority over yours. Sound odd? We think so too. It’s simply not the way we do business.