OUR MISSION How We Work Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.We understand the challenges families face today.From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.We want you to be A B L E to afford a better life experience. Client Centered Our business is built on a foundation of thoughtful client relationships. Learn more One of our primary goals is to develop a long-term, trusting relationship with you. Our Process We create strategies that are tailored to your needs and goals.A CUSTOMIZED INVESTMENT APPROACHA B L E analyzes your financial objectives, time horizons, liquidity needs, income requirements, tax status, current holdings, risk tolerance, particular preferences, and a host of other personal data. We then couple this analysis with the outlook for various sectors of the capital markets to develop a customized investment strategy designed to meet your particular objectives. Investment Approach Years of experience have prepared us to guide you through your life transitions.EXECUTIVE SUMMARY Optimize Asset Allocation: To provide the appropriate balance for growth and stability, we work with our clients to develop an optimized allocation among stocks and other risk assets, bonds and other types of fixed income, and cash.Prefer Direct Holdings to Funds: To reduce costs and provide greater control and transparency, we prefer direct holdings of securities as opposed to funds.Manage Tax Consequences of Any Restructuring: We consider carefully the tax consequences of any restructuring of a client’s taxable accounts. Have a Question? Name Email Address Phone Question Thank you! Oops!