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
The News You Need To Know | July 2018
Premiums and coverage options vary. It’s important to understand how they differ.
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options and their costs and limitations.
Certain features of Medicare can affect health care costs and coverage. Some retirees may do okay with original Medicare (Parts A and […]
The News You Need To Know | June 2018
When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets might seem like a lesser concern, perhaps no concern at all. But it is something that many are now considering.1
Your digital assets should not disappear into a void when you die. You can direct that […]