Would you worry less if you were more confident that you:
- have the right financial plan?
- are making the best decisions about insurance, estate planning, retirement planning, budgeting, and so on?
- have the investments and the investment strategies that will allow you to reach your most important goals?
- are paying only what truly you owe in taxes instead of giving the government what’s rightfully yours?
If you are like most people, you worry about your financial future. You are frustrated by conflicting financial advice, overwhelmed by the amount of information available, and distrustful of those who claim to know the answers. You’re wondering if you will ever achieve your goals and enjoy peace of mind. Where will the money come from to fund your children’s education or your retirement? How can you be assured that you’ll have the assets available to do what you want?
You can enjoy financial peace of mind.
When you visualize financial independence, what do you see? More opportunities for travel? Working only part time? Volunteering for a cause you care deeply about? The picture in your mind is like the cover of your personal puzzle box and your finances are the puzzle pieces. With the right help, you can put them together successfully.
We can help.
What usually happens is that you go to a stockbroker for investment advice, an insurance agent to buy insurance, an accountant for tax preparation, and an attorney for estate planning. All can give you great advice about their area of expertise, but it’s a bit like deciding what the puzzle is based on only one piece. Is it any wonder that the pieces then don’t fit together?
What makes us different?
We focus on your goals and work with all areas of your financial life—tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more—to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.
We are fee-only financial advisors. We sell no products and receive no commissions. Instead, you pay us an annual fee for our objective, personal advice on how to achieve your financial goals. This annual retainer covers all the meetings necessary and allows you to contact us whenever you have questions or your life changes.
Would you like to learn more?
Our free workbook, Seven Secrets to Financial Independence, and accompanying article series will help you get started on the road to a worry-free financial future. You will uncover common misconceptions about money, you will learn you are far more in control of your financial future than the media has led you to believe, and you will be guided in taking simple steps to building the financial future you desire.
Would you like to start today?
Contact us to schedule a no-cost, no-obligation initial consultation. We’ll talk about your financial concerns and objectives and the solutions we provide. If there is a match, we can talk further about working together to help you take the worry out of your financial future and achieve the financial independence you desire.