Many people think they have sufficient advice because they have an advisor who picks investments for them and an accountant that files their taxes. While taxes and investments are key components of your personal financial plan, peace of mind comes from attention to all aspects of your financial life.
We believe that financial planning is a process, not an event. As such, we offer Comprehensive Planning Services that encompass all of the various areas of your financial life, as well as providing investment management, tax planning and tax preparation services.
For those who may not now be looking for comprehensive and integrated advice but just need several key questions addressed, we offer a one-time Financial Fitness Review. This consists of a documented “snapshot” of your current financial situation and answers up to three of your most pressing financial questions.