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A Simple Approach to Managing Wealth 

We understand that our clients want to devote less time to worrying about finances and more time to engaging with family, friends, and charitable endeavors. Using our four-step process to create a financial roadmap, we simplify the complexities of wealth management and retirement planning. Through a personalized strategic plan and ongoing support from a caring and knowledgeable team, our clients have the tools and financial confidence they need to pursue their life goals.

What to Expect

Each individual’s financial goals are personal, but that doesn’t mean pursuing them is something you have to do on your own. Backed by three generations of proven financial knowledge and experience, we have developed a process that simplifies the complexities of personal finance. You’ll be empowered to invest, plan, and budget wisely so that you can have the freedom and financial confidence to live and retire the way you want.

1: Initial Consultation: Understanding Where You Are

Our process starts with a complimentary, no-obligation consultation. We understand how important relationships are, which is why we start with getting to know you and your unique circumstances. During this meeting, we will have a conversation about your current financial situation and discuss your personal financial goals. Also, we’ll share about our services, so you know us better. If we believe we can help you work towards your goals, and you feel we are the right advisor for you, then we can move forward with the next steps. If not, we’ll be as helpful to your situation as possible.

2: Develop A Plan:
A Roadmap to Your Goals

We take an in-depth approach to your financial health by reviewing your relevant financial and estate planning documents. Armed with these documents and information from you about your goals, we will put together a plan outlining a financial roadmap towards reaching your goals.

3: Investment Strategy:
A Tailored Approach to Your Investment Portfolio

With a financial roadmap in hand, we will recommend and implement investment solutions and wealth management strategies that are designed to achieve your financial goals. Your money should be invested in solutions that reflect your stage in life. Our recommendations and tailored portfolio will connect your interests and financial goals to relevant investment strategies.

4: Monitoring & Support:
From Your Starting Point to Your End Goals

We know life comes with unexpected surprises. Through ongoing monitoring of your investments and reviews of your circumstances, we can be proactive in adjusting your plan to keep you on track with your goals. Life can be complicated, but we’ll be there to guide you along the way as we work together to pursue your goals.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential goals. Once complete, you will have a personalized Risk Number®. It's fast, free, and displays your number instantly. 

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Learn More About Our Team

Our Services

We are an independent firm focused on providing personalized plans across a wide variety of wealth management, financial planning, investment and insurance services.

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Our Firm

Our firm offers simplified strategies and wealth management solutions. We have a long track record of success, with three generations of financial advisor experience ready to serve you.

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