Our Services

Just as no two people are alike, no two paths to Financial Freedom are alike. Our time-tested Plan, Achieve, Live® process, coupled with over 30 years of experience helps our clients to articulate their unique goals, and creates a path to achieve them. We provide clients and their families with valuable assistance during the challenges life throws their way by planning for the predictable, but preparing for life’s unpredictable moments. Finally, as fee-only financial planners, we are required to act in our clients’ best interest as a fiduciary, all of the time. We have no financial relationship with anyone except our clients, and proudly commit ourselves to the five fiduciary principles.

Wealth management should be about you, your vision for your future, and the legacy you want to provide your family, friends and your philanthropic endeavors.

A financial plan will help you navigate through the life stages such as employment, marriage, home ownership, parenting, eldercare, divorce, retirement and ultimately death—and all the stops in between.

Setting up a retirement planning strategy should be a top priority. Now more than ever, it’s up to you to achieve your wealth goals. Working with a qualified Certified Financial Planner (CFP®) to discuss the best way to build your nest egg and to learn which investment options make the most sense for you is extremely important.

Don’t let the state decide the fate of your assets. With a proper plan in place, your estate can be passed on to the appropriate beneficiaries of your choice.

Our process takes the guess work out of things like 529 Plans, and ensures that you’re making intelligent and informed decisions about your children’s higher education.

Successful investment management requires the understanding of your goal(s) for the investment as well as the time horizon, taxability, and your tolerance for risk. It takes wisdom, experience, discipline, and patience to build and manage a portfolio that can achieve your goals.

When discussing risk management, questions often arise about health insurance, life insurance, disability insurance, homeowners insurance, liability insurance, and auto insurance. Discussing how much of each you should have is extremely important in the overall financial planning process.

With the assistance of a financial advisor, calculating your net worth can be a very constructive way to determine and keep tabs on your financial health’s progress or lack of progress.

Whether you’re currently receiving a fixed salary each month, or work independently and have a varied salary throughout the year, learning to budget can be crucial to your overall financial situation. If your ultimate goal is financial freedom, budgeting is the right tool for the job.

Whether you have recently retired, changed jobs, or simply decided to leave the workforce, you might be wondering what to do with your old 401(k). There are a few different options, and it’s important to weigh the pros and cons of each before making an informed decision.

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