01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
We manage assets for individuals and families, providing investment management, and financial planning services.
Many of you may have already heard this but I am very excited to announce that we've made the decision to start offering tax advice and potentially tax preparation. The main priority in this decision was the integral role that tax implications play in financial planning - decisions such as Roth vs. traditional IRA contributions, Roth conversions, IRA distribution planning, capital gains planning, charitable giving, etc. While I have always been knowledgeable in these areas...
Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs. Here’s what you need to know about this year’s changes in Medicare. Changes to Part A Medicare Part...
A common question recently, perhaps due to a lot more commercials and ads lately touting other investment firms is “Are you a fiduciary?” The answer is yes, and I have been in all dealings since 2004. Recent regulations impose many of the responsibilities of a fiduciary on even more financial professionals, but there are still many out there that do not have a fiduciary duty. What is a fiduciary? For someone to have a fiduciary...