Everyone who works here is either a CERTIFIED FINANCIAL PLANNER™ practioner or in the process of obtaining the CFP™ certification. As such, we abide by a written and enforced Code of Ethics and must complete annual continuing education in financial planning curriculum for recertification. Besides the CFP™ certification, our staff includes MBAs in finance and accounting and all of us have at least ten years of experience in providing financial advice.
In every client contact we are careful to review all the financial areas before making any recommendations. The brief form you are sent prior to our first session includes questions on the health of your financial vital signs of insurance, investments, pensions, estate planning matters, taxes, income and cash flow. Together we discuss all your concerns and only then propose both an approach to solving them and an estimate of the fee we will charge to do it. No hidden agenda, no conflicts of interest.
Comprehensive retirement and estate planning is a careful, precise process where our experts help bring clarity to your goals, and identify issues, problems and solutions which ensure that you meet your goals throughout your lifetime. We use the latest and most sophisticated forecasting techniques available, and provide year by year financial benchmarks which we use to measure and evaluate your progress. Using our techniques and annual plan review meetings we are able to make mid course corrections to make sure you stay on target with where you want to be. The payoff is peace of mind and family harmony.
We judge our success by your comfort, security, and financial independence.
