Who We Serve
Busy Professionals
You want a comprehensive wealth management experience that helps you build wealth and allows you to regain valuable time to focus on your career and family.
Retirees
You want quality financial advice from an advisor that specializes in retirement and can help you manage your portfolio to create a reliable income stream while minimizing taxes.
A Modern Approach to Wealth Management
We approach wealth management as a collaborative process that incorporates:
1. Goal-oriented financial planning.
2. Timely communication and advice.
3. Actively discuss financial ideas and opportunities.
4. Actively monitor and manage your investment portfolio.
Your plan will be flexible and adaptable to your life, reflecting the milestones you will achieve and the challenges you may face. As our relationship continues, we will monitor and update your financial plan and investment strategy to serve your evolving needs.
You have dreams and we are committed to helping you take action so that you can live your best life.
Dreams to Action™
Dreams to Action™ is the phrase we use to describe our financial planning process that incorporates your personal values, financial resources, goals, and objectives.
We guide you through a series of focused financial planning sessions utilizing interactive online software while providing personalized advice and recommendations along the way. We foster engaging discussions about your options with follow-up emails and written action steps.
We’re available to provide advice when you need us the most. We help you stay on top of all aspects of your financial life and coordinate with your other professionals such as tax advisors and attorneys.
Investment Management
Buy Quality Businesses to Build Wealth, Manage Risk to Preserve Wealth
We aim to hold a diversified portfolio of high-quality businesses (stocks) over the long-term, through low-expense mutual funds and ETFs.
Our custom portfolios are utilized to build wealth or generate retirement income.
Our rigorous screening process favors businesses with sound financial fundamentals over those burdened by excess debt and low profitability.
When your risk tolerance or objective warrants it, we will use bonds to reduce the volatility of your portfolio.
Developing your financial plan and investment strategy is just the beginning. Our approach remains proactive by continually planning for the expected and equipping you for the unexpected.
Spring & Fall Planning Meeting
After your initial financial plan and investment strategy are implemented, we'll typically meet in the Spring & Fall to review progress on your goals and verify that your plan is on track.
This may include updating your tax plan, retirement readiness, retirement income plan, investment review and portfolio rebalancing.
We are "on call" for anything that comes up between the Spring & Fall planning meetings.
Free Retirement Readiness Review™
A 3-step process to help you evaluate our services and see if we're a good fit.
Step 1: Introductory Meeting
This Zoom meeting will give us both a chance to make sure your situation matches our expertise.
Step 2: Share Documents
These documents combined with what we learned during our first meeting, will help direct our analysis.
Step 3: Retirement Readiness Review™
During this Zoom meeting we will discuss our ideas, suggestions, and pricing.