Products and services. Aligned with your priorities.
Your money reflects your values better than anything else. Thus, what are your priorities? Given your current financial picture, cash flow and options afforded you, we'll develop a plan to best accomplish that which you desire. I'll need some essential info from you, and then I'll do some analysis to best come alongside you and lay out your options. The initial conversation helps us understand each other. During this conversation, if I don't give you 2 or 3 ideas that could help, I haven't done my job. If desired, a further one or two conversations can help us refine a plan, complete with investment and portfolio allocations and proper vehicles aimed at reaching your goals. As for costs, I can come alongside in a fee-based planning arrangement (based on your complexity and needs), or one whereby I get paid via assets under management or via placing a protection piece in your plan. Thus, my help can be transactional or comprehensive and full service in nature. My job is to be wise counsel and help people in whatever capacity you desire. Yours is to take the info as you see fit and put it to use in your financial picture, hopefully resulting in greater confidence and contentment in the money area of your life. It all starts with a conversation.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
