Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will provide clear and regular communication – in person, by telephone, mail or e-mail, to assess the progress toward your goals and, when necessary, we will make adjustments to keep your plan on track. We will coordinate with your tax and legal advisors as needed, and provide to you online access to your account balances, positions and activity.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.