WHO WE SERVE

  • Government Employees

    We provide specialized financial advice to a broad range of government employees – from federal employees, to firefighters, and municipal workers.

  • Corporate Employees

    We take special care in integrating your current benefits with the other pieces of your financial portfolio to help you build and protect your assets for a more secure tomorrow.

  • Practicing Professionals

    If you have completed years of training in order to practice your profession, you will appreciate the services of a specialty advisor. We know that you might not have the time, energy, inclination, or expertise to manage your personal finances alone.

View Our Customer Relationship Summary

  • We take the data you have gathered and do the number crunching and analysis to determine what you are doing well, where you can improve and specifically how to improve and present you with your options.

  • In this meeting, we will do some deeper discovery. Our goal is to gather symptoms, rather than make a diagnosis. Do you believe in having a financial plan and are you dedicated to your financial future?

  • We take the data you have gathered and do the number crunching and analysis to determine what you are doing well, where you can improve and specifically how to improve and present you with your options.

  • We document our recommendations in the form of a written plan. You can implement the plan with us or with a financial advisor of your choice.

  • Should you choose to implement your plan with us, we meet again to implement your plan. After that we meet every four months to make sure things are on track, and to stay in a proactive mindset.

  • Life is not a straight line… Progress meetings allow us to keep a pulse on your financial plan and evaluate your steady progress. One meeting focuses on your cash flow and tax strategies, another on your risk profile, while another will help you plan for the year ahead.