Financial Planning takes into consideration a client's entire financial picture and shows them how to balance achieving their short-, mid-, and long-term financial goals. From saving for large purchases like a home or education to saving for retirement and planning to effectively manage taxes and insurance. We develop valuable relationships with clients to provide them with confidence today and security in the future.
Anyone who wants/needs help making a confident financial decision no matter their age or financial situation.
Our investment philosophy is to help optimize returns by measuring the risks, costs, and taxes associated to those returns.
The first initial consultation is complimentary. If you choose to engage in a fee-based financial plan, the cost varies on your circumstance but typically ranges between $50/month to $500/month.
Members of our team are trained and licensed to provide financial advice, transact in general securities (stocks, bonds, mutual funds, ETF's) as well as life, disability, long term care, health insurance and annuities. We have a total of 12 years of industry and client experience. We are also affiliated with Pacific Advisors and their long-term tenure as a firm of financial advisors.
We offer a boutique firm feel as a team within a large organization. You are going to have access to a more personal experience but with the support and resources of an established organization.
You don’t need any information for the initial consultation. It's a conversation and you should just have a general idea of how your finances work.
However, if you want to make the meeting more concise, you can bring all or any of the following: budget, paystub, tax returns, account balances, insurance policy statements, and a list of any questions you may have.
Includes but is not limited to the following: Saving, investing, tax strategies, estate planning, business valuations, retirement plans, group benefits, selective benefits, advanced business & estate planning.
We can get compensated through fees from financial planning & investment management as well as commissions from financial products we help execute.
No, that is why our core services are fee-based financial planning. Some people may just need a plan and want ongoing advice and may not need additional financial products or investments.
We offer check-ins annually, bi-annually, quarterly, and monthly depending on whatever is needed for your circumstance.
Access to content that comes from our representatives themselves that is made specifically to be educational, informative, and easy to understand for you. You also have access to exclusive client planning platforms. Also, clients get access to the financial service industry and what it has to offer.
Your first initial consultation is complimentary and noncommittal. It’s an informative introduction where you can ask any questions you may have and discover if we’d be a good fit for each other.