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?
How to Support Local Businesses During a Pandemic
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Enter various payment options and determine how long it may take to pay off a credit card.
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Determine your potential long-term care needs and how long your current assets might last.
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Learn about cyber liability insurance in this entertaining video.
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Agent Jane Bond is on the case, cracking the code on bonds.