Individual Services
 
The individual client can utilize the financial planning and investment advisory services independently, however, most clients combine them for a complete wealth management approach.

The financial planning process is extensive and covers the areas of cash flow and taxes, retirement, estate planning, and risk management. Typically, a full engagement will last one year and will involve four to six meetings. Accountability and implementation of plan recommendations are key aspects to the planning process. We don't just present a plan. We help work and implement the plan to insure a sense of accomplishment.

Our investment management services follow the same analysis, formal action defined, implementation, and management process used for financial planning. This insures that the management directives of the investment portfolio are consistent with the goals and risk and return objectives of each client.