List of Services

Generally, we offer the following services:

  • Financial Plan Design
  • Financial Plan Implementation
  • Ongoing Plan Management
  • Investment Management
  • Asset Protection
  • Insurance Policy Review
  • Annuity Review
  • Tax Management and Planning
  • Estate Planning
  • Retirement Income Planning
  • Business Succession Planning
  • Education Planning

How We Do It

Think of us as your “personal CFO” with a well-established process, not just another salesperson with a product.  Our Wealth Management process provides you with the knowledge and confidence to make decisions that you feel are in your best interests. To learn more about the different phases of our process, check out the links below.

Creating the Plan:
Taking Action:
Ongoing Maintenance:

What Makes us Different?

Financial planning and investment management would be easy if we could rely on simple right and wrong answers. We would prefer a world with consistently high investment returns, no risk, no inflation or taxes, and it would be nice if gainful employment and good health were guaranteed as well. Reality is quite different. The economy and our personal experiences are complex and the future is unpredictable. We believe the most effective approach to financial decision making is to focus on educating clients, helping them evaluate tradeoffs, and making recommendations that provide a high probability of achieving goals. We deliver this in a format that is logical, simplified and based on principles that have been rigorously tested by America’s finest institutions.

“There are no solutions; There are only tradeoffs.”
-Thomas Sowell, Senior Fellow
Hoover Institute, Stanford University