Servicing our clients with premiere Financial Services
World-class financial services
Services
Planning
Licensed Professional Fiduciary
This is where we spend some time getting to know each other. This helps me to understand you , your money personality. What you have done in the past and where you want to go. This is a living and breathing plan that changes when things happen in your life! I utilize eMoney which is the most state of the art planning tool.
Investment Management
Backed by Financial Science
Ongoing management of your assets. Utilizing Individual stocks, ETF's, Mutual Funds and Bonds. Ongoing management fee starting at .95 basis points
Consulting
35+ years of experience
$2500.00/year Flat Fee
Includes a full financial plan and 4 deep- dive portfolio reviews per year.
6 steps to secure your financial future
Ensuring every client gets our support every step of the way
This is where we spend some time getting to know each other and seeing if it will be a good fit. I take to time understand your situation, your goals and your money personality.
We delve deeper to fine tune your wishes and your fears (what your dreams are and what keeps you up at night!
We would prepare a Balance Sheet. Assets and Liabilities, Income from all sources, etc.
We use eMoney to create the original plan and then your wishes and fears are put into play.
We move accounts, consolidate, create investment management plans that are right for you!
This is where our job really starts. We revisit and revise as needed.
Ready to make the first step into your Financial Future?
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