Services to address every stage of your financial life

The death of a spouse is hard enough – adding finances into it is something that many people are not prepared to do through their grieving process. Our team is experienced in assisting clients transition into being an independent person and getting them back on their feet financially. We are available to work with other financial professionals through the process such as CPA’s, attorney’s and insurance advisors to help ensure you are able to navigate this complicated time as easily as possible.

Upon experiencing family changes, it is important to review your financial plan to ensure it still encompasses the goals and values that you are looking for. That is why we are here, as life changing events occur, we will adapt your financial plan so it suits your families growing needs.

The emotional toll that a divorce can deliver is already overwhelming before you consider the financial implications of the event. Financial advice throughout the process can assist in reaching a settlement that will fully address your financial needs. To reach this goal, we work hand in hand with you and your attorney so as to fully understand the situation and what your needs are in hopes to deliver the best result possible.

Inherited money presents many opportunities, and with appropriate financial planning, those opportunities can play a significant role in securing your financial future. Our team is experienced and prepared to assist you in navigating the responsibilities that come with an inheritance. From tax assistance to investment decisions and cash flow needs, we are built to get you the answers you are looking for.

We are dedicated to helping place our clients in the best place possible to succeed, and it is important to us that our clients understand that. Above all else, we are committed to providing the very best to each and every one of our clients. We follow a fiduciary standard throughout the financial planning engagement. As such, we will place your interests ahead of our own when providing Investment Planning services. We feel it is our Investment Committee's responsibility to evaluate and review investment alternatives on a regular basis, to help ensure investments are still performing to the standards we, and our clients, expect.

In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2 as well as the client agreement.