Life is complex, particularly in the world of finance. Constant tax law changes and governmental regulation, coupled with fluctuation in both domestic and international markets, are causing many to become increasingly wary of taking on more risk than needed. Given these uncertainties, making sound financial decisions has become more and more difficult. Our office makes it a priority to help you meetin financial priorities, achieve realistic targets and feel secure.
Most multi-planner practices tend to be “generalists,” being proficient at a number of pieces of the financial puzzle, yet being an expert at none……that is not how we operate. Our office employs a team approach, having built a team of seasoned financial and investment professionals, each with complementary areas of specialties.
Our team includes:
• Retirement Planning Specialist
• Insurance Specialist
• Business Planning Specialist
• Client Service Professionals
This allows our clients and prospects to enjoy “one-stop shopping” while resting assured their needs are being serviced in the following key areas: Investment Management, Retirement Planning, Business Planning, Estate Planning consulting, Tax Law, Risk Management and Insurance.
We actively involve our clients in the planning process by having them work closely with our in-house portfolio managers and planning specialists. This personal attention, combined with cutting edge technology, really helps bring our client’s financial and retirement plans to life.