Listening to understand your concerns makes our advice more effective.
It’s more than just a question. Our client-centered approach allows us to hear the concerns behind the question and effectively identify all of their planning needs. We’ve helped guide clients through many issues.
Let’s sit down together and have a conversation. We will partner with you to solve problems and answer questions. We will explore, clarify and implement your goals. We will provide accountability along the way.
Everyone’s planning need is truly unique. However; these are some of the more common concerns.
Do you have sufficient protection for your nest egg?
Protection is more than just what is in your bank account. What about your mind, body and business? Comprehensive planning examines your need for disability, long term care and life insurance without the worry of you being sold any insurance.
What's your bucket list?
We will sit down together and develop a life goals list of what’s important. From there, we can develop an actionable plan that will work for you. We are here to provide you with accountability along the way.
Will you run out of money?
Let us help you determine what you should be doing now, to meet your goals later? Whether you are the tortoise or the hare, we can design a portfolio that will maximize returns given your measured risk profile. We get your investments to work smarter for you.
What about your life insurance policies?
Did you understand what you were buying at the time? Buying life insurance based off of projections can prove costly. We can perform the due diligence necessary to make sure these polcies stay in-force, and if necessary, make the right changes.
You need life insurance, but how much and what type?
We decode the math behind the different products and help you make smart decisions that are right for your situation.
Are you afraid your children will live with you?
We can help eliminate the boomerang syndrome.
How do you know if you are getting good advice?
It’s confusing out there because everyone calls themselves a “financial advisor” and you don’t know how they are getting paid. Because we are fee only advisors, your investment selections are made based on unbiased and objective decision making, not commission and hidden trip incentives.