Our Services

Our main objective is to help you achieve your LifeStyle goals. We do this by taking the time to make sure that we have a clear understanding of what these goals are before any financial advice is given. Your advisor has access to a variety of financial planning options so that you will enjoy choice, value and high-quality service.

• A Free, no obligation initial Get Acquainted Meeting, which can be conducted in person or by phone.       
• As needed financial planning on an hourly fee or by a flat fee
• Annual retainers for clients wishing to have an ongoing relationship
• Personalized financial goal setting and advice
• Review of your existing investments, wills and insurance policies
• Referral to our network of independent professionals when needed
• Second opinion of your current investments and investment strategy
• Weekly market commentaries and quarterly newsletters in order to keep you informed and updated on financial topics
• Fee only asset management programs
• Quarterly performance reports
• Online account access through our web site
• Convenient location and flexible hours
• No sales pressure.
• No Minimums - Everyone, regardless of their net worth or income, is treated equally. 

How We Work:

• We will give you an estimate, up-front, of the expected fee and we will not go over that amount without talking to you first.
• You can choose how much we do for you.   You can implement the plan yourself, or we can implement it for you.
• We can work together in person, by phone or via email.
• Annual check-ups are recommended, but not required.  

• Cash management and budgeting advice
• Debt reduction advice
• Life and disability insurance needs and analysis
• Employee benefits analysis and advice
• College funding strategies
• Retirement planning strategies
• Ongoing Asset Management
• Portfolio analysis, design and review
• Tax planning and preparation
• Estate planning
• Financial Check ups
• Second opinions
• Comprehensive financial planning
• Lump-sum distribution advice