We are “On Point” for you and for your financial future, helping you find a clear path through the forest of complicated issues and myriad choices that are part of modern life.
Our referral-only practice depends on a client-focused process that guides not only how we think about current and future financial decisions but, most importantly, how we take action amidst the complexities of the broad spectrum of investment choices available.
Our On Point posture offers you and your family peace of mind in knowing that we are continuously available, reading the financial landscape, and designing for your success.
Leading, but only where you want to go.
Why Clients Choose Us
There’s just too much information and too many decisions that must be made every day. It’s relentless. How do you choose what’s best for you and your family? Where do you start?
REITs, annuitization, trusts, diversification, Roth conversion, capital gains tax, defined benefit plans, capital gains, term life, tax-free bonds, college financing, variable life insurance, immediate annuity, joint and life survivor, ESOPS, 401(k)s, non-qualified deferred compensation, mutual funds vs. stocks, 15-year vs. 30-year mortgage, stock options, RSUs, 529 plans, auto financing, health insurance…..
It is common to think that choosing an investment is the first step in financial planning. However, we believe that it is more important to first focus on what’s important to you and your family’s future, so that your investment portfolio will be well-diversified and reflect and support your personal goals and future.
Life events happen to all of us. Life can either happen or life can be a part of an overall plan. We help you develop a plan that will assist you in making decisions that are aligned with your goals and values.
This type of financial planning is not for everyone. But if you are tired of wondering how life will turn out and find yourself getting serious about your future, then please get in touch. We would be honored to be a valuable connection to the future you and your family deserve.
We believe in the importance of respecting each other’s time and values. Therefore, we only work with those clients who are looking for a long-term relationship and see the value in working with a financial advisor on an annual basis. If you are married or in partnership, we require that both of you attend all meetings since you are planning a future together and we don’t want to exclude anyone. We readily work in partnership with your other advisors, such as CPAs and attorneys. We seek to work with those who share our values and philosophy.
These beliefs form the core of our company:
1. We believe in the ability and yearning of most people to find their own paths with a little help and guidance, and these are the people we want for clients and employees.
2. We base our offer on strong values, extraordinary focus, high quality, consistency and attention to detail, structure, optimism and enthusiasm, and good listening skills.
3. We look to exceed people’s expectations about what financial planning is and how it can help them.
4. We give continual thanks and public acknowledgment to those who have helped us along the way; for we know, without a doubt, that we cannot do it alone.