We encourage our clients to create a financial plan prior to making investment decisions. We will help you to refine your dreams into actionable goals and create a strategy to pursue those goals as efficiently and effectively as possible.

As the fiduciary responsible for your financial assets, we are dedicated to acting in your best interest when making recommendations about your savings and investment strategies. That includes making sure your investments are allocated appropriately for your personal risk tolerance and financial stage of life.

We expect to work as a team, if any circumstances change, please let us know immediately. A crucial part of any investment plan is to review your accounts twice a year to ensure that you are on track with your goals and revise as needed.

You will receive an account statement about two weeks after the end of each financial quarter. When you have questions, we will follow up with you regarding any concerns that need to be addressed.

Oftentimes the best intentions go awry when information becomes outdated or obsolete. We will review your information with you annually and recommend an estate attorney if needed.

To further our relationship with our clients, we offer educational seminars and client events.  These activities allow us to get to know one another outside our regular office meetings and phone conversations.