Learn from the Industry Experts
We have designed our approach to provide you with an optional wealth management solution that is truely tailored to your financial and lifestyle needs and goals, giving you confidence in the future of your financial security.
Our firm’s main focus is dedicated to earning and supporting long-term clients and family relationships that will embrace multiple generations and we have committed our service levels to ensuring that this expectation is a reality for our clients.
We are passionate about and committed to serving our fellow community members and their families and friends to the very best of our abilities.
Our firm exists to serve our clients, and we want to work with them in the manner they are most comfortable with and desirous of. Thus, we do not require our clients to work with us in one strict arrangement, but rather we endeavor to be as flexible as possible to meet their needs and desires.
We achieve this by offering a variety of Wealth Management services and solutions for our clients to choose from. For those seeking a formal planning process, we offer our Comprehensive Strategic Wealth Planning Services on a fee-only basis. For others who do not desire such a formal planning process but simply wish to have a truly independent counseling relationship, we offer consulting services on an hourly fee basis to address any areas of financial need or objective.
Otherwise, for clients who opt not to utilize our formal planning process but do wish to have help with not only analyzing their situation but actually implementing solutions, we offer our Tactical Advisory Services. This service offering best suits those who still want an advice and counsel driven relationship, but who are comfortable with that relationship including the implementation of their chosen solutions through us on either a fee-based or commission-based approach, whichever they desire.
The solution implementation only occurs after having completed our complimentary consultation, analysis and recommendations process. In regards to our implementation, we are a truly independent firm with absolutely no requirements or agreements to utilize any particular vendor’s products or services to meet our clients needs. Thus, we can access the broadest marketplace of products and services on either a fee-based or commission-based approach, whichever our client prefers.
Any of our service methodologies offers our clients access to our expert ability to implement solutions for them through a non-proprietary, open-architecture platform which enables us to access the most competitive investment and insurance products/services available in the markets today. We offer complimentary initial consultations to determine if there is a possible fit between our firm and anyone potentially interested in utilizing our services, regardless of which type of service arrangement they may be seeking. We aspire to earn the right to develop a long term working relationship with those who enlist our services.