What concerns you most about your financial future?

• Outliving your money during retirement?
• Adjusting to a major family life change-divorce, death, health issues?
• Not having your investments match your charitable intent?
• How much risk to take and when?
• Mediocre or unclear financial advice?
• How to decide which financial vehicles make sense for you?
• Not always sure what to do next?
• Not enough time or attention from advisors?
• Your children or grandchildren aren’t prepared for the future?

We understand your concerns, too, and we know how to help.

The concerns driving your financial life can seem confusing, even conflicting. But they don’t have to be that way. Some choices are clearly right for you. Some are clearly wrong. The good news is that you can choose. The bad news is that you may not be aware of your best options. Or, worse, you may not fully understand the impact your choices can have for you and those you care about.

What does that mean? To us, it means professional financial guidance is virtually synonymous with life planning. That’s why our approach is twofold: to help clients understand how each type of planning affects the other and to help ensure that the plans clients make support the life plans they want.

Making our approach work takes time, effort, and focus. That’s why we intentionally:
• Limit the number of clients we serve
• Keep an open and active communication and schedule regular face-to-face meetings with each client
• Focus on advising clients with specific types of resources and planning needs.

Our particular knowledge and experience best serve clients with at least $1 million in assets. Such clients include high-net-worth individuals, affluent families, successful business owners and executives, as well as retirees who consider themselves secure but who understand they must also be concerned. Limiting the number and types of clients we work with allows us to continually fine tune and focus our competency in a way to best serve such clients.