Factors that reinforce HOW WE’RE DIFFERENT
When you are seeking a trusted team to serve as your family‘s financial advisors, there are numerous characteristics to consider. Here are the things that we believe make us different – and stand out.
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We have over 100 years of collective financial experience and credentials such as Certified Financial Planner™ professionals. Everyone on our team is a specialist in their unique role, and are all focused on utilizing their capabilities to serve you.
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We put a lot of care into knowing you, evident at every stage during the design, implementation and management of the custom financial plan we create for you and your family.
Our Process -
Our discretionary asset management platform utilizes high-quality investment research from various sources. Paired with our own local decision-making, it helps us ensure that the portfolio we build and manage for you is right for your goals.
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We develop custom strategies designed to fit each client’s unique planning needs, so you can be confident that the recommendations we make fit your life.
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We offer a wide spectrum of services to cover every aspect of your financial needs during every stage of your life. You can count on us for financial events and eventualities you encounter. Our services include:
- Goal planning and needs analysis
- Budget and cash flow planning
- Retirement income planning
- Investment strategies and asset allocation advice
- Risk management planning
- Insurance analysis and survivor needs analysis
- Estate, charitable giving and trust
- Tax planning
- Education planning
- Banking and lending solutions
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We work closely with our clients’ other trusted advisors, such as their CPAs and attorneys, to help ensure a more cohesive and coordinated approach.
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Our entire team is committed to giving back to our community, and each of us has donated time and financial resources to making a difference in the place we call home.
Give Back -
We work with a limited number of clients, which allows for more personal interactions and mutually enjoyable relationships. Friendly, fun and caring, we are driven by our work to build and maintain strong, trusted relationships with our clients.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
