Wealth management is for everybody--it is comprehensive planning--for your whole life. Our ideal clients are looking for long-term relationships with an advisor. The focus of our practice is comprehensive, integrated financial planning. We know that, foremost, our clients are looking for two things in a planner: integrity and competence. To that end, we provide personalized, quality, value-added service. We have no proprietary products to sell--our financial plans are solutions oriented.
Retirement planning and IRA rollovers are our specialty. We also have extensive experience in the following: investment management, employer-sponsored retirement plans, stocks, bonds, money markets, mutual funds, education funding, income tax planning, life insurance, annuities, long-term care insurance, estate planning, and charitable giving.
We believe that financial planning is more than growing large accounts. A comprehensive plan--wealth management--includes: 1) building wealth, 2) protecting wealth, 3) distributing wealth, and 4) transferring wealth.
Our compensation is either fee-based or commission, the choice is left up to the individual. There is no charge for the initial consultation. We use state-of-the-art investment/retirement planning software and encourage all of our clients to build a plan.
