We focus on providing personalized financial advice and superior service to a limited number of clients.
Whether you're aiming to save for a child's college education, prepare for retirement, or protect your legacy, we create a plan that will help guide you there. This plan becomes the focal point of every client relationship.
Our in depth approach can help answer questions like:
- How do I know if I've saved enough for retirement?
- Could major medical expenses impact my family's standard of living as I grow older?
- Am I taking more risk in my investment portfolio than I need to?
- Have the recent changes in estate tax law impacted me?
- Can I afford to move to a new home or a continuous care community?
- How much can I give to charity and to family?
- How do I find, select, and evaluate charities on an ongoing basis?