A Different Approach to Your Financial Future
With wealth comes complexity. As independent financial advisors, we can offer a different and disciplined approach to understanding what’s important to you about money. We strive to build a lasting and trustful relationship and to have an impact on your financial goals.
We formed a partnership to bring our individual talents, complementary skill set, and diversity of expertise together to provide the best possible advice and service. We work together to develop and implement your customized financial strategy and plan.
In our first meeting, we learn what’s important to you about money, your goals, desires and concerns. There is no cost to you.
If you chose to continue, we develop a customized financial strategy and plan. This requires you to complete a financial questionnaire and provide us with a list of financial documents. This will include identifying and prioritizing your goals. There is a nominal fee for the financial plan. If you are not satisfied with the plan, you do not need to pay.
By this time, we have gotten to know each other well and will decide whether to implement the plan.
At each step of the process, you decide if you wish to continue. You will learn many of the attributes that make our approach as independent financial advisors unique, and how we can impact you desired financial future and help you work to achieve your goals.
We don’t try to be all things to all people. We keep the number of clients that we have small enough to provide excellent service. Many of our client relationships go back 20 years. The question is, will you be one of our clients in the next 20?
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Use this calculator to compare the future value of investments with different tax consequences.
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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
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A presentation about managing money: using it, saving it, and even getting credit.
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How federal estate taxes work, plus estate management documents and tactics.
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The market is as unpredictable as the weather. We’d love to help you prepare.