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Our Certified Financial Planners will work with you to address your particular financial concerns including your retirement planning, college planning, estate planning and household cash-flow.
We will first gather information regarding your financial objectives, time horizon, tax status, and risk tolerance. We will present, explain, and recommend portfolio designs and strategies for your consideration and we shall implement and maintain the agreed-upon investment plan.
Life, disability, and long-term care insurance should be considered as part of any comprehensive financial plan. Our recommendations are based upon objective research and your individual needs. We are independent. We have no proprietary products to sell, and we have no “captive” relationship with any particular insurance company.
We are an independent team of Financial Planners with varied professional backgrounds and accomplishments. We believe that everyone has a unique set of financial goals and circumstances and that our role is to collaborate with you to develop and implement a customized plan, aligned with your vision. We promise to listen to you. We promise you honesty and respect. We promise to do everything in our power to make you comfortable with us, with your investments and with your plan.
Are you ready to take charge of your finances?