Our firm specializes in helping individuals & families develop and adhere to wealth management strategies.
We gather information about your income, expenses, assets, liabilities, insurance, estate plan, taxes, and your goals and values.
We take this information to diagnose a plan of action. Your unique plan will dictate the investments chosen.
Along the way, we educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate planning, taxes, and wealth preservation.
Adhering to Strategies
Building the initial approach is only half of the battle; now we have to stick with it.
Markets move, life happens, goals change... It's okay. It's our job to respond sensibly and adapt with discipline rather than emotion.
We help clients adhere to their long term plan by making sure they always know where their accounts stand. Weekly performance emails, monthly statements from TD Ameritrade, and Annual Comprehensive Portfolio reviews help provide a thorough and transparent picture.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
firstname.lastname@example.org | 480-205-1743