Planning and managing your finances can be tough. Especially when that thing called life gets in the way. We can fix that. Our clients tell us that one of the things they love the most is that we just handle everything for them. Yes, if we tell you we are going to take care of it, it gets done.
Our approach starts with comprehensive planning. Before we can begin to develop a strategy, we have to understand your goals, dreams, fears, resources and limitations.
Once we complete the initial planning, our job is to execute the plan in a low-cost, tax efficient manner. We can’t control what the markets do, but we can control, to a great extent, the risk we take, and the investment costs and taxes we pay. And we want to minimize all three.
We don’t take our clients out for rounds of golf, sporting events, or fancy dinners. That’s not the way we do business because we would have to charge more! And as a fiduciary, rest assured we are not playing golf or attending boondoggles with Wall Street firm wholesalers in $2,000 suits that want us to buy their high-priced products for our clients. We work only for our clients. Always have, always will.