FINANCIAL PLANNING

With a thoughtful financial planning process our clients have a greater probability of accomplishing their most important life goals and objectives.

Our holistic plans address the areas of Cash Flow Management, Goal Planning, Tax Management, Investment planning, Estate Planning, Protecting your Assets and Insurance Planning.

Important decisions are guided by your personalized financial plan. We never sell commission based and proprietary products, in fact we don’t have any. As fiduciaries and trusted advisors, we carefully research and help select programs and solutions tailored to you.

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INVESTMENT MANAGEMENT

Truly understanding your personal situation and financial goals results in a customized investment portfolio in line with your personal values, needs and timelines.

We will always recommend the most appropriate investment options available to meet your objectives. While asset allocation matters, so does Cost. We partner with investment firms who not only have stellar track records, but keep the cost of investing at a minimum.

Collaborating with high-net-worth individuals like you, we specialize in developing customized investment and wealth management strategies.


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CORPORATE RETIREMENT PLANS

Many of our clients own privately held businesses, including medical practices. Tax Management, accumulating funds for retirement, attracting and retaining talented team members are often times priorities in their businesses.

We assist with retirement plan solutions, such as 401k’s, Profit sharing plans and Pension plans with a focus on minimizing our clients’ fiduciary liability, keeping costs low and maximizing outcomes. We work with some of the most reputable pension consultants in the industry as well as retirement plan experts to keep our clients’ compliant with current laws.

We take care of all the details, so our clients have peace of mind and can focus on their business, patients and families.

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OUR PROMISE TO YOU



CLARITY
Clarity empowers our clients to make sound financial decisions they feel good about. Clarity extends to understanding of our processes and fees.
Our promise to you is absolute transparency.


SIMPLICITY
Unlike many advisors, we avoid jargon. Our skill is to explain even the most complex solutions in language everyone can understand. We then assist you in selecting the best possible strategies for your unique situation.


PEACE OF MIND
Having a clear picture of your financial situation and confidence in your decision making results in peace of mind. We understand that our clients lead busy lives and we take our responsibility to manage their wealth to heart.


Controlling what we can control

Our Investment Philosophy

History and research teaches us that stock markets are efficient over the long run. We also know that the majority of investment success is a result of asset allocation NOT product selection and a well diversified portfolio. And that it is the time IN the markets, not trying to time the markets. This brief video explains the importance to not chase the latest trend or fund, but rather spend the time to construct an asset allocation & portfolio customized to your situation.

Diversification

Minimize transaction cost

Manage taxes