Financial Planning

When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored and adjusted as needed, you can relax and spend your time pursuing your goals. Learn more.

Investment Advice

Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity. We offer both. Learn more.

Taxes

The IRS estimates that more than 2 million people overpay their taxes each year, to the tune of over $1 billion. Minimizing your taxes can yield dollars you can use to achieve your goals and accelerate building wealth. Learn more.

Holistic Financial Planning for Life’s Transitions

Financial planning would be easy if life always progressed according to plan. But life is a series of transitions – some planned, some unplanned – and the financial decisions made during these transitions can be the most critical ones. The time we take to understand you – your goals, your values, your relationships, your personal history, every aspect of your finances – and our availability to you as part of your retainer helps us be effective, trusted guides during your life’s transitions. Would you have more peace of mind if you knew the most important things for your future were taken care of? Contact us to learn more about the difference a holistic personal financial plan can make.

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7 Keys to Financial Independence