Our philosophy in working with clients

Our approach to personal financial planning is to obtain from our clients significant financial and other information including your attitudes, goals, and objectives; to analyze the information obtained in order to develop alternatives for your consideration; to educate our clients about the implications of selecting a particular alternative; to implement the alternative selected by the client; and to periodically update the plan adopted. It is our goal to become your chief financial adviser and to coordinate the efforts of your other advisers in your best interests. We want you to be educated about your own financial affairs and to take an active role in managing them.