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  What We Do

Our research tells us, at some point, all of our clients felt that because of the level of wealth they had accumulated or the sophistication of their compensation package or tax situation, the need for professional financial advice. We have found the occurrence of certain EVENTS triggered most of our clients to seek advice beyond what they were currently receiving or were able to provide themselves.

  • pension rollovers/ retirement     
  • stock options                           
  • inheritance
  • increase in discretionary income
  • children grown or college provided for                           
  • mature in profession- higher income
  • dissatisfaction with current advisor or investment performance
  • divorce
  • widows (wife usually has not been the primary financial decision maker)

These events caused CONCERN or CONFUSION ABOUT:

  • retirement planning
  • estate planning
  • investment management
  • reduction of income and estate taxes
  • long term care planning

We DETERMINE WHERE THEY ARE NOW...
         ...help them REGAIN A SENSE OF CONTROL...
                    ...and SETTLE INTO A NEW ROUTINE...
                              ...with a STRATEGIC PLAN TO FOLLOW FOR THE LONG TERM...



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