For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where our firm comes in.
Whether you have significant assets to manage — or if you are just starting to accumulate wealth — we have the tools and background to provide the services that may fit your needs.
Our personal goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with clients and their families.
We take pride in knowing that we have helped many people in our community pursue the type of financial future they dreamed about.
For more information about our firm and our services, please email or call us at our toll-free number, (855) 752-6469 to schedule a complimentary visit to determine whether we are the right fit for your needs.
We would enjoy learning more about your goals and dreams.
"Smart, successful people hire coaches all the time. Tiger Woods, who is arguably the greatest golfer ever, still works with a golf coach.
He doesn’t say, “Oh, I know everything there is to know about golf, I’m done learning.” He uses a golf coach to keep getting better.
Academy Award-winning actress Helen Hunt still works with an acting coach. Some of the world’s most successful CEOs have business coaches.
Because they know that to achieve extraordinary results you’ve got to keep learning, and a good coach teaches you through honest feedback and objective criticism; and can often see or anticipate things you cannot."
David Bach, Smart Couples Finish Rich
A financial advisor can take a “big picture” view of your financial situation and make financial planning recommendations that are right for you no matter the market’s current performance.
There are three primary reasons for having a financial advisor: experience, time and emotion.
1. There are thousands of investment alternatives. The rules for investing are complicated. Just as you do not fill your own cavities or perform your own physical exams, it makes sense to have a seasoned professional help with your “financial physical.”
2. Then there is the issue of time. Do you have the time to evaluate the investment alternatives? Study your portfolio to see when investments should be changed?
3. Finally, consider emotion. Countless studies have shown that investors tend to buy high and sell low. As the markets heat up, they hear about the gains their friends are making and they invest…often just before a market top. They buy high. Then when the market drops, they panic and sell. They sell low. A financial advisor helps you resist these financial mood swings and follow a disciplined plan.
A financial advisor can help you find the financial products that best fit your goals.
We do investment management with a financial planning focus. While you may have started planning using financial software packages, magazines or self-help books, we have the knowledge to help you evaluate your level of risk in your portfolio and adjust your plan due to changing family circumstances. What you’re paying for when you hire an advisor is not information — you can get that from anywhere. You’re paying for experience — the difference between information and wisdom.