Comprehensive planning. Focused on putting your needs first.
How do you create an investment and retirement plan to meet your goals? How do you protect your assets from unexpected events? How do you talk to your family about transitioning your wealth to the next generation?
Putting your retirement plan in place requires developing strategies for a number of different areas. My personalized process includes meeting with you so I learn more about you and your goals. Working together, we will build a solid foundation for your retirement plan and keep it in sync with your changing circumstances.
As a Certified Divorce Financial Analyst (CDFA®) professional, I provide financial guidance to individuals facing divorce, and their attorney, through all stages of the divorce process. I’ve completed an intensive training program to become skilled in analyzing and providing knowledge regarding the financial issues of divorce.
The use of the CDFA® designation does not permit Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
Retirement Planning
Putting your retirement plan in place requires developing strategies for a number of different areas. My personalized process includes meeting with you so I learn more about you and your goals. Working together, we will build a solid foundation for your retirement plan and keep it in sync with your changing circumstances.
Transitioning through Divorce
As a Certified Divorce Financial Analyst (CDFA®) professional, I provide financial guidance to individuals facing divorce, and their attorney, through all stages of the divorce process. I’ve completed an intensive training program to become skilled in analyzing and providing knowledge regarding the financial issues of divorce.
The use of the CDFA® designation does not permit Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
Why You Should Consider Working With Us
As in most industries, there are professionals who specialize in working with clientele facing a certain circumstance or seeking a specific outcome.
Our firm has an in-depth understanding of serving the needs of high net-worth individuals and organizations.
We believe these pillars of Access, Education and Support differentiate our ability to help you accomplish your complex, multi-dimensional wealth needs.
Our firm has an in-depth understanding of serving the needs of high net-worth individuals and organizations.
Partnering with us means you will have someone working on your behalf who is:
- An early adopter of products and solutions best suited for substantial wealth
- Continually trained on topics of specific interest, including charitable giving and business succession planning
- Able to escalate support for services and products
- A participant of exclusive events focusing on Private Wealth matters
We believe these pillars of Access, Education and Support differentiate our ability to help you accomplish your complex, multi-dimensional wealth needs.
Our Investing Process
We follow a time-tested process to help ensure your wealth is managed to the best of our abilities:
1. In-Depth Discovery Session. You do the talking, we listen—unless we ask questions to fully understand what you want to achieve.
2. Research. And Research. We review various portfolio constructions before presenting a plan that aims to accomplish your goals.
3. Implement. Once you give us permission, we’ll initiate our agreed upon plan.
4. Refine. Your goals or priorities can change over time or sometimes in an instant. We’ll work together to reallocate your assets to respond to your life’s developments.
Working with Us
We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals, we’ll create an investment plan together to help support them.
We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:
Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.
Put your future into focus today. Contact us to get started on a personalized investment plan.
What to Expect
We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:- Time – to get to know you and what matters most to you and your loved ones
- A personalized investment plan tailored to your unique life goals
- Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
- Holistic, big-picture advice throughout your financial journey
Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.
Put your future into focus today. Contact us to get started on a personalized investment plan.