It is a journey,
not a destination
No matter what your stage of life and career, we can help you. As you change and grow, we adjust so your plan continues to fit your needs.
Independence brings freedom
Our “product” is our guidance and advice, not specific investments. We are neutral and transparent when selecting the solutions necessary to implement your plan.
Putting it all together
All the parts of your life are connected. Getting to know you goes beyond your finances. We want to know your values, hopes, and dreams so your success is not purely financial. A life measured only in dollars can never be rich.
It takes two to tango
We provide the know-how; you provide direction and guidance.
Wealth is not determined by money
Wealth is determined by love, happiness, and relationships. The number of dollars in your account does not make you more or less than anyone else.
You are not your neighbor
There is no magic formula that works for everyone. We have the knowledge, experience and tools to help you plan and achieve your goals.
Simplicity
It is our job to explain your money in simple and straight-forward terms, not to impress you with jargon and investment “speak”. You can never ask too many questions.
The media provides exposure, not advice
In this age of information overload, there are an over-whelming number of financial opinions. We help you focus on your specific financial goals by using our experience and knowledge as a filter to cut through the constant noise and chatter.
Investing, not trading
It is not flashy, but the long term outlook has stood the test of time. We seek to capitalize on this trend through patience and discipline rather than guessing when to zig and when to zag.
Insights & Other Important Communication
The child who was perfectly fine when I saw her last at 3:00 in the afternoon started complaining when she got in the minivan to go home at 5:00 pm.
In the midst of the financial crisis I had the opportunity to attend a presentation by Quincy Krosby, PhD, Chief Market Strategist for Prudential Annuities where she provided her perspective about the global macro-economic environment and how it was affecting the financial markets.
A longtime friend and colleague Geoff Kanner, CFP® recently sent the following message to his clients. Since he said it well, I thought I would simply pass along his message.
A new client and I met for the first time this past March. She was quite upset about a tax bill she was going to have to pay in April because of a problem with one of her IRA's.