Our Value

Our clients come to us for help to grow and preserve the wealth they’ve accumulated.  They stay with us because we care about things other than their money. 

We know that life brings important yet complex decisions.  Managing money is part of it, but sorting out the other aspects of your financial life can be overwhelming.  We’re ready to help. 

With a Standard of Care for each client, we create a personalized “check up” for your important milestones ahead: 

 For example:

         • In your 40's, we’ll evaluate your financial goals and help develop a solid financial plan toward retirement. “Knowing your number” is an important first step to getting on the right path. 

         • In your 50's, we’ll check-up on the basics of Estate Planning. When was the last time you had your Will updated ? Have you considered Long Term Care insurance and how you might pay for care later in life?

         • In your 60’s, we’ll help navigate Social Security and/or Medicare. These benefits can be confusing and we’ll guide you on how you might maximize them. 

         • In your 70's, we’ll evaluate options for transfer of wealth to the next generation. We’ll talk about strategies to distribute your assets later in life.

  

Just like a physician has a Standard of Care for your health...we've got one for your financial well-being.