Help us improve
Was this information helpful?
If you are looking for financial services.
Our association with Independent Financial Group allows us to work in market segments where we can be most effective. We prefer to go deep, not wide. Like other firms, our primary business is asset management. However, we have developed a specialization in working with families with college bound children who have reached a point in their lives where they desire sophisticated advice and sophisticated asset management.
We prefer to form long-term working relationships with clients to help them transition into retirement with effective financial planning, transparency, and independent investment options.
We strive to provide clients with two things: a clear understanding of investment options, and a relationship with a personal advisor who takes the time to understand you. We will work to develop strategies that are custom fit to your needs, and then provide a high level of service in executing and monitoring those strategies.
The economic and investment environment is certainly challenging, but these are also very exciting times. We believe that by paying attention to the investment and economic climate we can find innovative and exciting opportunities. We believe one of our strengths is our creative thinking.
- Full Service Financial Planning
- A la Carte Financial Planning
- Separately Managed Accounts
- Cash flow planning
- College planning
- Retirement planning
- Investment management
- Estate Planning services
- Alternative Investments