As trusted advisors, we assist clients in meeting their overall financial objectives using an integrated approach. Client participation and interaction is vital to defining values, implementing recommendations and assessing risk tolerance. We integrate both financial and psychological components in each client’s unique plan.
We believe in the value of strategies, organization and communication. We strive to give clients quality service so we always know how to better serve them. We are vested in our client’s financial success.
Our staff is an integral part of our ability to maintain a high level of client service and we believe in constant education. Each person on our staff serves a particular niche or role and we work as a team to deliver quality service.
Our goal is to assist our clients with Life Planning
We focus on our client’s very personal objectives, background, goals, experience, preferences and integrate these into our analysis and recommendations.
Our consulting services entail a process and we engage with most clients for a minimum of one-year. During that year, we will address and advise on retirement, education, credit and cash flow, risk management, tax overview, investment review and estate planning. We may also address other areas such as asset protection, disability, elder care, income planning, and generational risks.
Open communication and disclosure is essential for us to fully assist our clients
We encourage client communication and interaction. Whether by telephone, email, paper mail, face-to-face meetings, educational seminars or a combination thereof, clients should choose their preferred modes of contact that meet their lifestyle.
In order to provide the best and most comprehensive advice, we may ask to speak to clients’ other advisors, i.e. lawyers and accountants. We ask that clients feel free to share this information.
We believe clients should have an active role in their planning
Clients should communicate freely with us on all matters. If there is a perception that an error has been made, clients should not hesitate to alert us so immediate action may be taken.
All information shared with us is and remains confidential unless we are given explicit permission to share it with their advisors and/or family members.