We serve individuals and families by providing focused long-term strategies.
Working families saving for college and retirement.
We work with families to provide a consolidated view of their accounts, and if possible, combining them at a single financial institution. We provide an online personalized planning tool to view all the accounts with daily updated values.
Soon to retire and unsure of the best financial strategy.
By working with us before retirement we can often enhance our clients’ financial security and help them build a strong foundation for their retirement years.
Our comprehensive retirement planning will address a wide range of retirement questions.
Inheritors of estates and seeking the best path forward.
We help people who are about to receive an inheritance understand how best to deal with the money and assets. It’s often an emotional experience and many people need time to think about their options, rather than have a single suggested plan.
Already retired and wanting to make their savings last.
Just because you’ve retired does not mean you should stop investing. Since retirees can expect to live in retirement for 20 years or more you’ll need to take inflation into consideration. It’s typically best to take a conservative approach to your investments to generate income and protect your wealth from inflation.
We’ll always be in tune with the ups and downs of the financial markets, but we’ll stay focused on achieving your long-term goals.
During times when stocks lose value, like the downturn of 2008, investors often make the mistake of selling when the market is at its lowest point.
Many of those same investors buy back in when it becomess obvious that the crisis is over and the market has made much of the losses back.
Unfortunately they lost a lot of money by selling low and buying high — a simple short term emotional mistake.
We’ll make sure that you’re following a long-term approach to achieve your goals by providing solid council when times get rough. If we think a financial decision you’re considering is a mistake, we’ll discuss our concerns with you.
You’ll be able to depend on us to help you navigate through rough financial markets and stay focused on a long-term approach.