Planning and Investments

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Planning is the foundation for achieving your financial goals. Our clients are busy, successful people who do not have the time, desire or expertise to properly plan and manage certain financial aspects of their lives. 

We help you make informed financial choices. We will monitor your progress towards your financial goals and suggest revisions to your plan as needed.

We are committed to helping you by designing strategies that utilize your financial resources in the most cost effective and tax efficient way. 

We use a disciplined approach to provide well-diversified investment options, including access to professional money managers, asset allocation portfolios, mutual funds, ETFs, annuities, real estate investment trusts (REITs) and other alternative investments.  You may gain access to resources not available as a retail investor.

We use a disciplined approach to provide well-diversified investment options tailored for each client.

We understand that each family's needs are unique and change over time.  

Our thorough six step process focuses on a long-term perspective that helps to remove the emotional elements that exist during short-term market fluctuations.

Cambridge Investment Research provides regulatory and compliance support for independent Financial Advisors like us.  

We have chosen to work with Cambridge so we can offer unbiased investment advice and non-proprietary investment products.

Risk management is a key component of all financial plans. The better prepared you are for any of life's situations, the more confident you will be as you face them.  

As independent financial advisors we work with several highly rated insurance companies offering a wide range of insurance products.

• Medical
• Dental / Vision
• Life
• Disability
• Long-term care