Simple Steps Toward Contentment
we have three simple objectives that define how we work with clients
01. Let’s Talk!
We approach every situation with 30 years of industry knowledge which we deliver in an approachable and relatable way.
02. Craft a Plan
Every strategy we develop is tailored to fit the needs of each individual client. No corporate sales goals or shareholders to please here – just honest financial advice.
03. Live Contently
No matter the hurdles our clients face or the goals they have, we offer advice that avoids unnecessary risks and works towards realistic and beneficial strategies.
What We Do
Solutions, Together
Cash Flow Management
What does a 23 year old college graduate have in common with a 72 year old retiree? Both need to manage their cash flow to stay on track.
One of the foundational pieces of every financial plan that we complete focuses on prudent management of cash flow.
Risk Management
“The most important part of every plan is planning on your plan not going according to plan.” – The Psychology of Money by Morgan Housel
We would agree with this statement, which is why risk management is one of the pillars of every financial plan we complete.
Trust & Estate Planning
Let’s face it: no one is getting out of here alive. Our trust and estate planning focuses on getting all of your possessions to the people and entities that you want, in the most cost and time efficient manner possible.
Investment Management
We think most firms have it backwards. Instead of talking about investments first, we think it comes after a proper diagnosis. Only after we account for your milestone goals, tax picture, current estate structure and balance sheet can we provide a prudent investment strategy.
How do we construct portfolios? Every client’s portfolio is designed with the objective to optimize taxes and fees, while also aligning with your personal values.
Milestone Planning
Can I retire now? What if my child gets into that university? When can I start my hobby business?
These are questions that we’ve been addressing for 30 years. Our deep experience combined with our advanced planning capabilities can ensure you reach all your milestone goals in the most efficient manner.
Tax Planning
From young families to retirees, we work with all of our clients and their CPAs to optimize their balance sheet and cash flow so that their taxes are minimized.
Charitable Giving
What is the best way to give charitably? We believe that “one size does not fit all” in this area.
Based on your cash flow, balance sheet, and goals, we will help you to optimize the dollars that you want to give away.
The Clear Path
01.
Simplicity
In an industry known for complexity, our expert team breaks it down so you are equipped to make the most informed financial decisions for your unique situation.
02.
Clarity
We are all seeking a clear path forward with our finances. That’s why we present simple, yet comprehensive options so you feel confident you’re taking the right steps.
03.
Contentment
We strive to offer financial contentment, giving you the tools and knowledge you need to develop strategies that help you pursue your financial goals.
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Meet Our Team