Role of Your Financial Planner

Since no two people are alike, no two plans or strategies are alike.  That is why our team uses a one-on-one approach when working with you to develop your financial strategy.

The Planning Relationship

As a client, we will develop a confidential relationship based on mutual trust and respect.  We carefully listen to your financial concerns and make sure that our work reflects those concerns. 

Working with Attorneys, Accountants, and Other Professionals

Is your attorney aware of the tax recommendations you received from your accountant?  Does your stockbroker know what your lawyer has advised regarding your estate plan? 

One of the most important things a financial advisor can do is act as a coordinator for your other important advisors.  We know the questions to ask and can provide information to help them work together more efficiently.  While we do not provide tax or legal advice, by working with attorneys and accountants, we can save you both time and money.

Above all else, our team is committed to acting in your best interest.  Fees will be disclosed in advance and your plan will be explained to you in detail.  We will be happy to answer any questions that you have during each step of the planning process.

Our goal is to provide you a financial plan tailored to you as well as the knowledge that you have an advisor dedicated to developing a strategy that addresses your personal financial objectives.