Many people never have to worry about money again!

With that said, here’s what you can expect:

We’ll analyze your budget.

We’ll project how much you can spend each month without running out of money during your lifetime.

We’ll help to take care of all your investments. We’ll analyze the investments you currently have for appropriateness, considering your age and income needs. We’ll make recommendations for changes, as necessary, to see that you have the right kind of investment and a good asset allocation. We NEVER take control of your assets. The investment strategy we’ll implement will be approved by you, and will use low-cost, no-commission investments.

We’ll check to see that your legal documents are in place (wills, trusts, Powers of Attorney, etc.), periodically reviewing and updating as necessary. (Note: Legal fees are billed separately by attorneys with whom we work.)

We’ll prepare your personal tax return and provide tax planning during the year (using a separate CPA firm of common ownership).

We’ll advise you on any financing you need (mortgages, autos, RVs, boats, etc.) and refer you to a specialist, if needed.

We are available to provide “coaching” on all your financial decisions. And when you have an emergency, we’ll be there.

We limit our practice to no more than 120 clients. We want all our attention focused on doing work for our current clients, not on looking for new clients. Because of that, we very much appreciate it when clients introduce or recommend us, when appropriate, to friends, relatives, and co-workers.

In essence, you can delegate much of your financial life to us so you have more time to go after what’s really important to you…doing what you want…when you want…and with whom you want.