Financial Planning

Our world and our lives have become increasingly complex.

We are here to help simplify all that complexity and to provide you with a strategic life plan by integrating all facets of your financial and personal life into a comprehensive and unique plan. Our planning process has the rigor and comprehensiveness you would expect when trusting a firm with your personal and financial well being. Our focus is on your needs, providing innovative solutions, and allowing you to make empowered decisions regarding your wealth and your strategic life plan. For some, a pressing need might take priority and we can start there on your journey to a strategic life plan. Nothing satisfies more than our empowering our clients, and growing with them.

The Process

Regardless of your plan’s complexity, there are six fundamental steps to take in order to achieve your goals and objectives. These steps set the foundation for our long term partnership in which the initial planning is only the beginning. Understanding who you are where you want to go is our first priority. As your guide along your journey, we will help you alter the course as necessary, due to changes in the world, major life events, and any other changes that you may encounter. Our goal is to help you simplify your plan, bring clarity, and to empower your decision making.

How We Help You

As an independent advisor, we answer to only one person, you. We associate with large national organizations to provide the scale of a large firm without sacrificing the quality of advice and services which we provide. We are always looking at innovative solutions for all of our clients, and having the ability to choose which firms we work with allows us the independence, objectivity, and flexibility our clients deserve.

Working With You

Working as part of your planning team with your other advisors, we often become the center contact for our clients. Most clients prefer having one point of contact for all the planning issues and coordination of their strategic life plan. Working with your other professional advisors allows us to best coordinate strategy and the implementation of your financial plan.

Tracking Your Progress

The world is dynamic and your plan is a living blueprint changing as the world, your life, your family, and your business change. Our unique reporting shows you a clear and complete picture on where you are and where you are heading ensuring you remain on track. In addition, it fulfills our goal is to make sure our clients are fully informed and clear on their path by holding us accountable for your plan.

List of Services

Our capabilities are numerous, and include the following:

  • Budgeting
  • Retirement income plan
  • Education funding
  • Legacy planning
  • Charitable giving strategies

  • Investment strategies
  • Income security strategies
  • Risk management
  • Survivor income plan

Getting Started

All of our relationships start with a meeting in which we get to know one another. There is no cost or obligation with many clients having plan in place and looking for a free second opinion. Please don’t hesitate in contacting us at 203.335.0851 and we will be happy to assist you in any way we can.

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