Our Services


We Build Personalized & Comprehensive Financial Plans - This includes:

  • A Personal Financial Vision Document - See Example

  • A Client Engagement Roadmap See Example

  • Multiple Scenarios Results Page

  • Recommendations addressing investment needs, estate issues, tax efficiency and risk management


Portfolio Management:

  • Have your portfolio managed by an accredited, experienced and successful portfolio manager on a discretionary basis

  • We also offer traditional fee-based portfolio management where clients are involved in regular decision making


Retirement Preparation Planning:

  • We will work with you to create a retirement budget

  • We will help you to make the most of your retirement

  • We will help you sell your business or help you understand your options when leaving your company



Will & Estate Planning

  • We will help you create your estate plans by working through a comprehensive Estate Planning questionnaire

  • We will work with your lawyers (or introduce you to lawyers) who will create a structure for your wishes to be realized

  • We will regularly review your estate plans to ensure your wishes will be met


Insurance Planning

  • We will work closely with you and our team of insurance specialist to determine your insurance needs

  • We will then review your existing insurance

  • We then provide prudent recommendations that will ensure you are properly insured

  • We will regularly review your insurance to determine if it still fits your need


We Will Meet with You Quarterly to Review:

  • Your Personal Financial Vision

  • Your Engagement Roadmap

  • One Important Area of Your Financial plan

  • Your allocation of Cash, Fixed Income and Equities to ensure they are meeting your needs and goals


Detailed Reporting via Quarterly Statements

  • Simple and concise reports

  • Asset Allocation

  • Performance

  • Listing of Securities


Coordinate services with your other professionals

  • We will help you be prepared to meet with your accountant, lawyer, banker, general insurance broker and your other financial professionals

  • We are also happy to introduce you to our most trusted circle of professionals that many of our clients already use.


Pease Contact Us Today To Learn More About What We Can Do For You