Our services are built around three core offerings, though they are by no means limited to just these.
We work with every new client to understand where they are in their life and what goals they are trying to attain, both in the short term and over the long term. In order to maximize the odds of reaching those objectives, we work with our clients to construct a detailed plan which will serve as a blueprint for reaching those goals. While circumstances may change and tweaks may be made over time, we want to always be on the same page with our clients and working toward the same outcome.
On a day-to-day basis we are focused on managing client accounts in order to execute on the plan that has been created. We will use any investment option at our disposal to build and manage a customized investment portfolio that will stand the test of time for our clients. While saving for retirement is by far the most frequent objective of our clients’ investments, we manage all kinds of accounts for every objective, ranging from future education expenses, a home purchase, to those who are saving for retirement or already retired and want to make sure they don’t outlive their money.
Financial Advice and Insight:
In addition to managing investment accounts for our clients, we offer continuous advice and guidance on any financial topic, on an as-needed basis. We work with clients on a variety of issues such as debt reduction, personal budgeting, mortgages and refinancing, 401K investment options, taxes related to investments, etc. Unlike other firms, when our clients hire us their management fee entitles them to all-encompassing and unlimited services, not just management of the accounts directly under our supervision.