If the last 20 months have taught us anything it’s that the world around us is changing every day and the rate of change seems to be accelerating. Every aspect of life is experiencing the effects of these changing forces. These changes affect our financial lives and require us to remain flexible and to change with the world. New technologies provide opportunities as well as challenges. If you are not prepared to change with the world you could experience more of the challenges and miss out on the available opportunities.
But how are we to keep up with the ever-increasing flow of information, the flood of new ideas, products, and services. How do we stay current and relevant in the world and protect and grow our nest eggs in the face of so much change? Which changes present the best opportunities and which present risks to be avoided? It’s almost impossible to keep up on your own.
Wouldn’t it be valuable to have a team of experts who can sort through all the changes and evaluate what is important and what is just noise? A team of experienced advisors available to evaluate opportunities and overcome challenges? A team of caring professionals who can simplify and consolidate all the various aspects of your financial life?
It is our business to keep up-to-date on the latest changes, opportunities, and challenges that affect our clients. We stay on top of changes in the areas of investments, insurance, taxes, college funding, employee benefits, social security, Medicare, elder care, and charitable giving. We work with other experts in these areas to enhance and improve our knowledge and we use that information to create plans that take advantage of the opportunities provided by these changes to improve the lifestyles of our clients.
We have helped hundreds of families to navigate the ever-changing world of personal finances. We are full-time fiduciaries with a legal obligation to place your interests above our own. We are fee-only advisors who don’t sell investment or insurance products and don’t collect sales commissions. We are Certified Financial Planner™ professionals who have passed rigorous exams, meet continuing education requirements, and adhere to a professional code of ethics. And we have the experience and character to guide your family through an ever-changing world.
If you and your life savings are being ignored or feeling taken advantage of, come join our family. We are a family-owned financial planning and investment advisory firm who promise to treat you like family. No products. No hard sell. No gimmicks. Just honest advice based on four decades of experience.