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Financial Planning

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success.


Client Centered

Through a structured goals-based wealth management process we can help you:

  • Focus on your concerns and goals. While investment performance is important, putting performance in the context of achieving your personal goals may be a better way to measure success. I can help you pursue important personal goals such as sending your children to their colleges of choice, living the lifestyle you want in retirement or leaving a meaningful legacy to your loved ones.

  • Customize a plan to your priorities. The plan we develop will be tailored to your personal circumstances, as well as to your unique feelings and attitude toward investing. We will work together to prioritize goals and explore potential trade-offs. For example, if it is essential to you that you contribute to the support of an aging parent, you may explore pushing back your retirement age to increase your capacity for contributing to your essential goals first.

  • Commit to efficiently allocating your resources. Financial planning is designed to help you make the most of what you have by allocating your resources and developing investment strategies specifically aligned with your goals. As the market environment and your personal situation change, we will meet on a regular basis to review and adjust your investments and financial plan in order to keep you on track toward reaching investment outcomes that are meaningful to you


Client Centered

    While a comprehensive financial plan typically leads to the formulation of customized investment strategies, it can also help us identify areas for discussion beyond your portfolio. With the support of a full team of specialists, I can help you develop integrated strategies that may involve:

    • Cash-Flow Management
    • Debt Management
    • Education Funding
    • Tax Efficient Investments
    • Long-Term Care Planning
    • Risk Management and Insurance Planning
    • Retirement Saving and Income Planning
    • Wealth Transfer and Estate Planning
    • Business and Succession Planning
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