Loading ...Our Commitment Is To Our Clients
Our firm was founded in 1990 as a financial planning and legal firm. We provide services for time charged, with no commissions or fees based on assets under management. Unlike many firms that specialize in a single area, we an integrated persective to the analysis of your financial situation, saving you from, for example, good tax strategies that have disastrous investment results.
Your financial life is challenging, facing income and estate tax law changes, investment market movements, changes in insurance needs, and funding of college, retirement or other goals such as a new home. You need to focus your energies on the areas in which you can have the greatest impact. Therefore, it is cost-effective for you to rely on us to help define your goals, devise strategies to meet them using all available resources, and work with you over time to implement and adjust the strategies to changes in circumstances or outside matters (e.g. tax law changes). You also count on us to provide objective advice in an era when so many professionals have hidden agendas. We apply our experience to help guide you in financial decision-making.
Our Philosophy
Simply put, we strive to show value greater in our advice and implementation than the cost of our time so you are satisfied and suggest that your friends and associates contact us. We fully understand that our business grows from referrals and appreciate the trust it takes for a client to make the introduction.