Our clients are busy people. Some are mid-career professionals, business owners and educators; many are approaching retirement or already retired. Most are actively involved with their families and community organizations.
Before we begin a financial planning or advisory relationship with new clients, we believe it is essential for us to develop a solid, detailed understanding of who you are, individually and as a family, your specific needs and goals, as well as your concerns and challenges.
Our Introductory Conversation is designed to determine whether our philosophy and process are a good match for what you need from a financial advisor.
The News You Need To Know & Upcoming Events
A review of Q2 2017
THE QUARTER IN BRIEF
After a remarkable first quarter, the stock market cooled off slightly in Q2 – but investors still saw substantial gains. Strong earnings helped take Wall Street’s collective mind off a decidedly mixed bag of economic signals. Consumers remained confident as the quarter […]
Planning for Your Future:
Housing & Healthcare Options
How do I plan for a healthy future and the lifestyle I want?
What are the housing options and how will I know what is best for me?
How can I talk to my parents about considering a move?
How will I pay for housing?
October 4, 2017
IU 13 Conference […]