…If the relationship is handled right, you’ll never have to worry about money again!

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

We’ll lead you through the preparation of your Financial Road Map™ and your written Financial Plan, and continually update it, tracking progress toward your goals.

We’ll write an “action plan,” with accountability assigned.

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

We’ll help to take care of all your insurance (life, health, auto, long term care, etc.) coordinating with other agents and your employer’s plan. We don’t anticipate receiving commissions: If we do, you’ll know before any purchase.

We’ll help to take care of all your investments. We NEVER take control of your assets. 

We’ll implement an investment strategy approved by you, using low-cost, no-commission investments.

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

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

We can help you with buying a car. We don’t profit financially. This is just another way to help you make smart choices with your money.

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.