We Collaborate, Coordinate, and Catalyze
No matter the transition you’re facing in your financial life, rest assured, we stand ready to collaborate, coordinate, and catalyze for your holistic financial health. What does this mean exactly? It means our role in serving you is three-fold:
We partner with you and your professional advisors in a holistic manner.
We arrange and review the financial planning and maintenance of your plans.
We encourage reflection and drive action by you to realize your financial future.
Through this three-dimensional role, we provide the clarity and direction needed to navigate your biggest financial transitions in life.With so many questions to tackle, we walk you through our comprehensive process to develop a clear financial plan. And, because we stand by our work, if you aren’t completely satisfied with the plan we craft, the investment you made will be given back.
For a better idea of the variety of areas we touch on – and the depth of topics in which we have extensive expertise – here are just a few ways we help clients plot a course forward:
- Analyzing pre- and post-retirement cash flow
- Providing surviving spousal income and security
- Maximizing Social Security
- Identifying health insurance & long term care needs
- Avoiding excessive portfolio fees
- Reducing risk on invested savings
- Creating appropriate asset allocation
"As I learn more about those I serve and grow my business, I realize it's about so much more than money. Knowledge guided by integrity is what truly influences lives." - Robert Stachura, CFP®