Our Services

While developing a customized financial and risk management program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Our planning process addresses three critical areas:

1.  Comprehensive Financial Planning: We will work with you to identify and clarify your values to create a set of financial goals that are meaningful to you.  We will then operationalize these goals through an actionable plan.  Once we've generated your plan, you will know your current financial situation, and detailed actions necessary to get to your goals.

2.  Risk Planning and Insurance:  our process will help you determine the types and amounts of insurance--eg, life, disability, long-term care--that best fit your needs.  We will assess which companies provide the best and most cost-effective products to support your plan. 

3.  Investment Portfolio Management:  Along with our broker/dealer, Cambridge Investment Research, we will identify a pool of investments that balance market risk and returns, to fit your short and long-term goals.  We will then manage that portfolio with you through on-going quarterly and annual reviews.