Financial and Life Planning
We offer comprehensive financial planning to help you track that progress and make changes along the way as needed.
Our investment advice and philosophy helps successfully manage your retirement assets. We spend the time you don’t have to research the global markets and build successful portfolios.
Women and Finance
We work closely with all of our clients to create investment strategies that are aligned with their motivations and the things that inspire them. We want to ensure that women’s questions and concerns are heard and respected.
Life is full of milestones. You will have questions. We can provide a full range of advice and answers. We work with spouses and children to ease the transition – guiding them through a difficult time when you are no longer able.
We cover many issues encountered in retirement including estate planning considerations, social security choices and insurance needs. We also present interesting market insights.
Asset Management / Fee Discussion
Our fees are based on a percentage of assets managed. Our diverse client base possesses a range of asset levels. We treat all clients like they have million dollar portfolios – as some do.
Each Friday evening, clients receive our “Weekly Update” emails summarizing the market events of the week and year-to-date details of the market’s performance. We include relevant, current articles for further reading and insight.