Our process and services

We consider ourselves a boutique firm, not for everybody. We take a lot of time to crystallize a clients's vision of their life before we begin the planning process.We want to know the client so well that we can see the world through his eyes and make recommendations that he will be able to act on with full confidence. There can be no guarantees for the future but we will strive to be a partner in their life beyond the portfolio. Our ideal client has over $200,000 in annual income and over $1000000 invested with us.

Once the vision is established we will formulate a detailed Financial Plan with specific strategies for each of the targets. These strategies will be bound by time frames and adjusted to appropriate levels of risk, based on your profile. For large pools the portfolios will also be supported by Investment Policy Statements. Money is usually managed using specialist Institutional Money Management firms, usually those managing large corporate pensions. We monitor your total picture and give you systematic consolidated statements and performance reporting.  Periodic face-to-face meetings ensure that the overall plan stays on track.

The other services are detailed Retirement Income Distribution plans, and appropriate Tax Strategies. Where necessary we will coordinate with your CPAs, Attorneys and Actuaries free of charge.  Where necessary we will introduce you to experts  in specialist disciplines. 

For complex financial situations we will pool our knowledge with Insurance experts, Pension specialists and Trust & Estate Lawyers to create comprehensive plans for you. Where a large capital surplus exists, we will offer sophisticated Legacy Planning ideas.

 

OUR PLAN FOR YOU IS SIMPLE ! WE WILL PLAN TO HELP YOU ENJOY YOUR MONEY DOING THINGS - NOW, INSTEAD OF ALWAYS WAITING FOR THE FUTURE !

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck