In our capacity as a wealth manager, we incorporate three important aspects of personal finance:
Planning: determining objectives and assessing relative progress to those objectives, and creating a detailed plan of action. Planning can be comprehensive, or focused on specific goals within a financial picture. Areas of attention include retirement planning, education savings, investment planning, insurance and risk management, estate and legacy planning.
Implementation: assisting clients with putting the plan into action. We implement recommendations through the purchase of securities, insurance, and other vehicles that are suitable for the attainment of the client's financial goals.
Monitoring/communication: critical to the success of a financial plan; and we want our clients to remain engaged to their wealth management strategies. Our advisors maintain an ongoing, collaborative approach- one that allows for reviews and adjusts to changes in our clients' financial and personal lives.