WORKING WITH CLIENTS
Working together as a team, we specialize in financial planning for individuals, families and business owners. We are also committed to our female clients, offering compassionate financial strategies and support for women going through life-changing events such as divorce, death of a spouse and retirement.
Helping our clients pursue their financial goals is our highest priority. We address the three important questions for retirement:
• Will you have enough money to maintain your lifestyle
• Are your investments in the appropriate places?
• What assets should you access and spend first?
We will review your current investments, retirement strategies, current estate plan, wills and trusts, survivor needs, as well as college funding strategies and provide an analysis of our findings with recommendations.
Working as fiduciaries to our clients, it is our legal duty to put our clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Our name and reputation reflect the high standards we have and the honest work we do for the people we serve.