Our Process

We believe helping our clients focus on everything that is important to them and establishing specific objectives which must be accomplished differentiates us from other advisors. The ability to ask the right questions and listen is a lost art today.

Through a series of open, in-depth discussions, we help our clients focus on what's most important to them, their family and their business. The true art of our business is in asking the right questions to guide and compel our clients to evaluate their priorities. Through thoughtful listening, we get to the core of their beliefs, business goals and personal wishes.

Once objectives have been established, we work with our client's trusted team of advisors to make certain that every aspect of their plan is implemented, properly communicated and kept up to date.

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Lifetime Planning

Defining financial security can be challenging. Our experience indicates many individuals actually focus more on business and estate planning, and neglect to focus specifically on themselves personally. Having a plan which clearly identifies the lifetime objectives and assets to support that plan provides peace of mind and clarity for the future. Our clients benefit greatly by having us identify where they are, where they are going and how they are going to get there.

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Investment Planning

We provide independent, objective advice, act solely in our clients' best interests and are held to the highest regulatory standard in a fiduciary capacity. We do not market proprietary products, are independent and conflict free. Our sole source of compensation is from our clients. We sit at the same side of the table advising our clients, providing independent objective advice.

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Estate Planning

We believe estate planning is not just about tax planning and asset protection. Each needs a focus and is very important, but the most important estate planning consideration is to make certain the distribution of wealth to the family occurs in a manner that builds a stronger family and the assets passing to charity enhance the mission of the charitable organization.