835 Glen Crest Drive,
Thank you once again for taking the time to get to know more about our firm. Our firm focuses on helping families, small businesses and individuals manage their “Family Financial Affairs”. We understand that the financial planning and wealth management world has changed dramatically over the past several years, so our approach to helping people has been proactive also.
Each client has a unique financial situation - some may just be starting out, others may be in the mid-stream of their careers and others may be at retirement age - we develop a specific plan for each client!
What sets us apart from so many other firms is that we focus on the planning aspects first –understanding your goals and dreams, and then determining how we are to proceed forward.
We recognize that we are not experts in every area, and in order to manage our clients total “Family Financial Affairs”, we understand that it’s important to address other areas that affect you financially over time, apart from planning and investing your money.
To that end, we have worked diligently in establishing relationships with capable and qualified CPAs, Estate and Elder Care attorneys, and Mortgage Brokers. We help coordinate all these areas to give you a complete confidence.