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Investment Advisory Services
When seeking an investment advisor, most people are looking for trust, service and performance. At the heart of our investment operation is discipline and prudence. As a registered investment adviser with a CFA as a partner, we are required to place our clients interests ahead of our own. For more information please see Investment Management.
Account minimum requirements: We have no minimum requirements although certain minimum amounts of assets allow us to create a properly diversified portfolio.
Tax Planning and Accounting
As a service to our investment clients, we offer accounting and tax preparation services. Despite politicians’ best efforts, taxes remain complex for many individuals, trusts and foundations. With a CPA as one of our partners and professional tax and accounting software, we are well positioned to offer our clients the advice to navigate through the shoals of our tax system.
Financial Planning
Retirement, college savings, estate planning, gifting . . . Our financial lives can become overwhelming. Therefore, the best way to achieve one's short and long term goals is to establish a formal financial plan. Our thorough process, combined with one of the most highly rated software platforms, ensures that we and our clients review all relevant investment, tax, insurance and estate information and arrive at a strategy that properly reflects the objectives and risk of each individual client.
Insurance and Wealth Preservation
As with much of life, anticipating events that will or may occur can have a profound impact on our financial position. Unfortunately, many people do not plan properly for the death of a spouse or a partner in business, and the inherent financial planning consequences. We understand that insurance can play a vital role in helping our clients achieve their goals. As an independent insurance advisor, we ensure that our clients have access to the best and most innovative products from a variety of carriers.
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