Trying to accurately predict the movement of the financial markets is akin to predicting the weather. No one really knows, and we have to wait to see what actually happens.
Our philosophy is simple. Emphasize financial planning, simplicity, transparency and provide investments at a reasonable cost.
As a fee-based, advisory firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. With regular meetings we will assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan and investments.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.
We believe a strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you in building a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
We have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.
With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.
This goal-based financial planning approach is designed to help you:
Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.