Helping you nurture your wealth.
The thought of sharing your most personal information can be uncomfortable. With trust as the foundation of our advisory relationships, we do everything we can to put you at ease when sharing the financial and other important information we need to help you to define and reach your goals.
Our careful and comprehensive review begins with listening. Our approach is to teach you, and guide you through your decision making process. You’ll have access to a full team of professionals. We'll be your partner in this endeavor, and through our independent industry relationships we will provide comprehensive financial planning, investment management and insurance-based solutions unique to your situation. From student to master, you'll become the expert of your own financial well being, and your financial future.
Our idea of Investing is a process, not a product. We measure each client's unique set of circumstances from time horizon and risk tolerance to income needs and portfolio analysis. This means no product to push - no quotas to meet. Simply put, we find the right fit for you through a process you can understand.
We'll boil down the complexity of investing and explain how different solutions might work for you. We'll educate you on the rationale behind various investment strategies and together decide which approach best fits your particular need. When you well understand the logic of your approach to investing, decisions are no longer driven by chasing investment returns and 'staying the course' becomes the strategy that drives you.
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While we can't predict what the future holds, we can be more prepared. You can protect your family from loss of income with disability and life insurance. You can protect your savings from the expense of chronic care with long term care insurance. And you can protect your budget from out of pocket health care costs with Medicare supplement insurance. Each risk is considered in the creation of your financial plan.
Insurance can also serve as a source of retirement income. A comprehensive plan should also consider insuring your money. Protecting from longevity and covering your essential expenses, annuities can be a financial tool to keep the fear of "running out" from becoming a distinct possibility. When you insure your health and your money, you guard against risks that could otherwise derail a sound financial plan.