Nurturing lifelong relationships and getting to know you, and your kids and grandchildren, is paramount in aligning with your values to help educate your family’s succeeding generations. Our practical, realistic approach adheres to evidence-based processes that allow us to adjust goals and recommendations as appropriate, based on a comprehensive picture of your life, aspirations, and current market conditions.
Do you have enough?
We review your total assets, liabilities, cash flow, and taxable income to develop a customized investment strategy. This is aligned with your specific goals, risk profile, circumstances, and preferences to protect and grow your family resources, today and in the future.
Are you efficient with your resources?
Ongoing reviews of your family financial and risk profile are conducted, including property and casualty insurance, life insurance, disability insurance and long-term care insurance. Your ongoing income tax compliance and annual tax planning issues is monitored, including coordination with management of your overall investment portfolio.
Are you meeting your financial goals?
You’ll receive regular investment performance-reporting packages for the assets we manage on your behalf. If there are assets outside of our management, your report includes all of your holdings to provide a complete and clear picture of your investment assets. You’ll have a schedule showing your strategic asset allocation, as well as where you are currently, compared with your target and financial goal.