Personalized Financial Plan
Our relationship with our clients starts with the development of a comprehensive financial plan designed to achieve their long term financial goals. During the process, we review investment, retirement, insurance, tax and estate planning aspects of each client’s situation. The plan will be reviewed and updated annually to reflect changes in both your objectives and key assumptions.
We look at each client’s risk tolerance and develop a suitable investment approach to maximize their long term growth. We believe in the disciplined approach to investing which promotes a “buy and hold” strategy and periodic portfolio re-balancing. Changes will be made as a result of a client’s change in financial situation or investment objectives.
Our clients benefit from many possible alternate investment strategies designed to take advantage of all market conditions, changes, tax laws and new financial products.
We are an independent firm of professionally qualified financial advisors. We do not represent any single bank, trust company, life insurance or investment firm. This grants us the freedom to provide the best financial products available to our clients that will best serve the unique needs of each individual.
Each client will obtain on-going advice and an annual review meeting. All client inquiries or problems will be researched and addressed promptly in a friendly and efficient manner by our Service Team.
Additionally, each phone call will be returned in a timely manner by the advisor or a member of our service team.