Services

Our clients are long-term investors who are busy professionals or retirees. New clients are referred to us because they are looking for a trustworthy, experienced advisor.

Retirement and Financial Planning
We understand your concerns — to enjoy financial security with a plan that makes sense
We can work with you to develop a diversified portfolio — with attention to utilizing invesments that are low cost and tax wise. 
Our process includes:

Nan leaf D
Taking the time to understand your goals, needs, challenges, and values. Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable. By actively participating in the planning process, you retain control each step of the way.

Nan leaf D
Suggesting a mix of investment products to best serve you. Because we are an independent financial company, we have the advantage of offering access to a wide selection of investment products that make sense for you.

Nan leaf D
Coordinating account registrations to match your legal and estate planning needs. Specializing in same-sex couples and families, we understand the importance of account registrations. By designing your overall wealth management plan, we can coordinate with the legal and accounting experts to ensure assets and accounts are properly titled to match your overall objectives.

Nan leaf D
Continuing to monitor your investments' performance and consult with you regularly to ensure the program continues to reflect your current circumstances and aims.