Primary Services Offered
The heart of what we offer our clients is client focused financial planning. Each client's financial plan is unique to them and centered around their goals and objectives. There are no boxes to fit into, rather we provide a road map of how to get from where you are now to your own individual destination. This road map provides guidance while navigating Retirement. It also helps to reduce the effects of unforeseen circumstances that may derail your plan.
We evaluate our clients risk tolerance, time horizon and investment purposes and then recommend a suitable asset allocation. We then monitor those investment choices and make suitable changes when necessary.
We are able to offer exposure to traditional and non-traditional assets including stocks, bonds, mutual funds, ETF's and commodities as well as different management techniques from traditional strategic, buy-and-hold type of investments to active, tactical management and goal-based techniques.
Financial Risk Management
An important part of any financial plan is identifying the potential risks and putting strategies in place to mitigate those risks. During retirement, financial risks grow tremendously to include market risk, inflation risk, longevity risk and health risk. We work to provide strategies and solutions to either avoid or reduce those risks, so that retirement can be a time of relaxation and enjoyment, not anxiety.
Value added services
As each client is a unique individual and not a number, we restrict the number of clients we work with at any time so that we are able to get to know each client thoroughly and therefore provide additional services that enhance their future financial outcome.
It all starts with a conversation. During that initial conversation we will discover if we can work together and the best way to meet your goals and objectives. There is no charge to chat so please call us and let's determine your path forward towards your financial freedom.
Learn how we can partner together and plan for a future well lived.