Our 6 Core Commitments
We’re committed to our clients long-term success and strive to provide the best-in-class service possible to help them excel financially.
1. Organization
We will help bring order to your financial life.
We assist you in getting your financial house in order both at the “macro” level of investments, insurance, estate, taxes, etc., and also at the “micro” level of household cash flow. We will coordinate your legal and tax work among your various advisors or refer you to our attorneys and CPA’s.
2. Education
We will explore what specific knowledge will be needed to succeed in your situation.
We will listen to you and ask questions until we thoroughly understand what is important to you and what you wish to accomplish. We will provide the necessary resources to facilitate your decisions, and explain the options and risks associated with each choice.
3. Partnership
We strive to help you to achieve the best life possible and will work in concert with you to make this probable.
Based on your background, philosophy, and objectives, we will work collaboratively with you to develop and maintain a comprehensive retirement income strategy with specific recommendations. We will provide you with an implementation schedule for these recommendations and assure that every strategy you choose to implement is accomplished.
4. Accountability
We will help you follow through on financial commitments.
We work with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them. We will communicate with you at least semi-annually to adapt your plan to any life, business, or financial changes that have occurred. We will evaluate our progress and address your questions.
5. Objectivity
We help you avoid emotionally driven decisions in important money matters.
We are available to consult with you at key moments of decision-making and will do the research necessary to ensure you have all the information you need to feel confident. Your high level of comfort will be our priority and we will put this priority ahead of all others. We will manage and disclose any of our own potential conflicts of interest.
6. Proactivity
We work with you to anticipate your life transitions and to be financially prepared for them.
We regularly assess any potential life transitions that might be coming, and create the action plan necessary to address and manage them ahead of time. We will return your phone calls within 24 hours.
Request your free portfolio analysis today.
Request a free forensic portfolio analysis to find areas to increase returns and decrease your risk.
