Overview

In many cases a specific life event or a perceived need may prompt you to seek professional financial planning guidance. Such events include a marriage or divorce, having a baby or adopting a child, strategizing to pay for a child's education, buying or selling a home or business, changing jobs or careers, planning for retirement, developing a cohesive estate plan, coping with the death of a loved one, receiving an inheritance or a financial windfall, or trying to make sense of Medicare and Social Security. In these situations a financial professional can help you make objective rather than emotional decisions. We work collaboratively with other financial professionals such as CPAs and estate planning attorneys to provide a more holistic approach to comprehensive financial planning. You might not be accustomed to relying on your financial advisor to strategize about buying a car or how best to finance a mortgage, to help plan for major expenditures like a wedding, or be available anytime you need to hear a reassuring voice. But maybe you should. After all there’s more to your realizing your financial goals than just managing an investment portfolio, so there should be more to your relationship with your advisor. Our approach extends beyond a keen knowledge of financial planning and prudent investing, as the biggest part of what we do is becoming an expert on you and your family. We can help you fit all the pieces of your financial life together so your roadmap to financial security is complete.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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