Financial Planning

For Life & Legacy

Our financial planning team consists of Certified Financial Planners and attorneys as well as college planning, insurance, Medicare, Social Security, long-term care, retirement lifestyle, and philanthropy specialists. 

When your financial plan is considered and critiqued from all of these key perspectives, you can feel confident that any changes in circumstances, tax laws, market conditions, retirement status, and more will be accounted for. 

No perspective, however, is more important than your own. That’s why our initial goal when you join us as client is to see your whole financial picture through your eyes. This involves a rigorous deep dive into your circumstances, aiming to discover where you are now, what strengths and weaknesses you’re working with, and what you hope to achieve. Only then can we advise you on the best possible way to get there. Along the way, we’ll get to know you well—both in terms of your financial situation and as a person. 

And as your advisor, we’re here for you at every stage. We’ll work with you and your other trusted advisors to implement various aspects of your plan, and revisit it on a regular basis throughout the course of our relationship.

For Life & Legacy