Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. Our clients are not numbers and our relationships are intended to be long term.
As a firm, our focus is to understand your goals and develop a plan to reach them. At our first meeting we focus on your existing situation and aspirations for the future. Our next step is to look at your current investments, future anticipated income sources and debt load. Once we know where you have been we make our recommendations on how to go forward. Together, we implement the new plan and monitor your progress. From there, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. It must be remembered that a plan is a moving document that takes a personal commitment to succeed.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and Government Income sources in order to provide you with the best financial advice possible.