A plan as unique as you are.
Your financial needs are complex. Our team of Financial Planners and Private Bankers utilize a holistic approach to evaluate your unique short- and long-term goals. We will then prepare a customized plan and coordinate a team of specialists to make recommendations and implement your plan.
Our Approach Includes
- Discovering your financial attitudes, goals, objectives and time horizon.
- Analyzing the information in an objective manner.
- Developing recommendations.
- Educating you about the implications of selecting particular recommendations.
- Assisting in the implementation of the recommendations you select.
- Updating the plan periodically as needed.
The process utilizes a holistic approach to evaluate your unique financial strengths and weaknesses in the areas of investment planning, retirement planning, risk management, insurance, estate planning, and tuition. If you currently use the services of an accounting or legal advisor, we would be happy to coordinate your plan with them.