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Individuals & Families

Our core service is to provide an objective and comprehensive fee-based financial plan. We use this proven defined process to produce a customized financial plan written specifically for you.  

We specialize in combining traditional finance principals and creating positive social impact. Our individual clients vary in size and costs vary depending on scope of engagement and the role we play in helping towards meeting your financial goals.

This personalized process begins with the collection of all the necessary data about you, your situation, and your objectives.

We then take that data, analyze it and produce a financial plan which has specific findings, observations, and recommendations designed to guide you toward achieving those objectives.

Then, we discuss and assist you in deciding which recommendations are appropriate to implement in your financial plan.

Finally, we conduct ongoing reviews to update your financial planning, review results and make modifications as needed.

In addition, our team includes dozens of other professionals that allow us to bring the level of expertise needed for your unique situation. This allows us to provide expertise and experience in every area of our clients’ financial lives:

  • Investment Planning
  • Education funding
  • Tax reduction strategies
  • Retirement Planning
  • Social Security optimization
  • Risk Management and Insurance strategies
  • Executive compensation – stock options, restricted stock, deferred compensation plans
  • Estate Planning
  • Charitable Planning
  • Business Owner and Succession Planning
  • Employer/ Employee benefits