An Independent Financial Advisor
Our firm understands that things are constantly changing and our ability to serve our clients depends on our breadth, flexibility, and expertise. Our approach allows us to examine each new client relationship, utilize technology to get a picture of what you have, and provide ongoing advice to build a life that fits your specific goals and priorities. We have the ability to act as a fee based advisor, provide ongoing financial planning, and serve specific individual needs. The wide range of how we can operate will will allow us the most flexibility for each client we work with.
We intend on establishing our role as an advisor and providing the best technology to integrate the myriad of investments that you will accumulate over time. In other words, we do not expect all of your investments to be with us, but we can provide you guidance on how to manage those outside investments and more importantly, provide guidance on how all of your finances fit together.
Our team wants to be the resource that you go to for advice across all of the many financial questions.
Our portfolio management is designed around modern portfolio theory. We high quality funds, third party asset managers and we manage toward a goal.
Cash Flow Management
We work with accountants, bookkeepers, and other professionals to help fine tune and improve cash flow. This can be as simple as working out a budget.
Student loans and credit card debit are most common, but we are creative in building plans that tackle even the largest mountain of debt.
Goal & Priority Planning
The hardest part for many investors is visualizing what type of life they want to have now and for the future. We work together to figure this out.
There is investment management and financial planning. These go together and many require assistance in piecing it all together. We are here for you.
Our approach is to evaluate all of the various exposures against your objectives at each stage of life.