We start with understanding your income and expenses and finding ways to help you save.
We look at your current options and past accounts, to consolidate and optimize investments where we can.
We discuss various ways of saving for post-secondary education, based on your ability and personal philosophy.
We construct the optimal investment mix to fit your personal circumstances and monitor it quarterly to ensure it works as hard as possible to help you achieve your short- and long-term goals.
We ask about your legacy plans, and make sure your investment accounts adhere to them.
We have decades of experience creating retirement plans—an important employee benefit—for companies of all sizes.
We are honest, candid, and experienced. We want you to have long term financial success. We will listen first, guide you, and help you take ownership of your financial life.