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Our Commitment

Philosophy

  • Focus our efforts on your overall financial health, offering you confidence and assurance moving forward.
  • Serve as your trusted advisor and a confidential sounding board for you and your family.
  • Strive to offer independent, thoughtful advice based on your financial needs.
  • Continually enhance our knowledge and skills so that we may best meet your needs.
  • Ensure that we help you address even the difficult financial decisions for you and your family.
  • Craft a comprehensive plan with you aimed at helping meet your unique personal and financial goals.
  • Remain disciplined during emotionally turbulent and unsettling economic times.

Financial Planning

  • Take a multi-generational approach to accumulating and preserving wealth.
  • Help you formalize and commit to your goals through a sound financial strategy.
  • Assist in developing a lifetime income plan for you and your family.
  • Coordinate with other professionals on your financial team.

Investment Management

  • Provide discipline to your investment decision-making through a methodical process.
  • Aid in the design and maintenance of a portfolio consistent with your investment values.
  • Diversify traditional asset classes with alternative investmentsto help balance risk and return.
  • Proactively manage your investment accounts in a tax-sensitive manner.

Risk Management

  • Coordinate with your estate planning attorney in an effort to help protect your family and wealth.
  • Review and recommend a complete portfolio of insurance vehicles.
  • Assist in mitigating your liability exposure through proper risk management planning.
  • Analyze Social Security alternatives in an effort to optimize your benefits.

Service Commitment

  • Help maintain a standard of care which allows you to focus on the things in life most important to you.
  • Respond to your calls and emails in a timely manner.
  • Budget sufficient resources toward secure, state-of-the-art technology.
  • Keep you abreast of relevant economic and financial issues.
  • Maintain a high standard of integrity, knowledge and professionalism.