We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. We deploy tax-efficient investing strategies whenever possible to maximize your investment returns.
2. No Product Sales:
Our fee-only approach means you get objective advice, not a sales pitch. We do not accept commissions or any other outside compensation. We are compensated for our services solely by the fees you directly pay to us. We focus on the best solutions for your needs; another word for that is “Fiduciary”. We put your interests first.
3. No Custody:
An unusual feature of our practice is that we never "touch" your money. We help you manage the accounts yourself. You retain complete control over your investments at all times.
4. Holistic Approach:
Your financial life involves more than just the stocks, bonds and mutual funds in your portfolio. We consider all aspects of your financial picture and offer guidance with insurance review, real estate, estate planning, tax planning, goal setting and others. Investment decisions must take into account careful tax planning as well as estate and insurance planning. Our holistic approach ensures that our recommendations take into consideration the effect that they will have on all other aspects of your financial life, and that your financial plans are comprehensive and integrated.
No two clients are exactly alike, so your financial plan should be as unique as you are. After getting to know you and your goals, we take the time to develop a plan together and educate you along the way so you can better understand what is happening to your money.