Our Mission Statement

Our mission is to help our clients achieve their financial goals in the most tax efficient manner possible.  We believe that a solid financial plan and sound advice are key to clients successfully meeting their financial goals.  Financial planning is not a one time event.  It is an on-going process that requires monitoring and adjustments as your goals and life changes.




Step 1:  Establishing and defining the scope of the relationship with our client.

Step 2:  Determining a client's personal and financial goals, needs and priorities.

Step 3:  Analyzing and evaluating the client's financial status

Step 4:  Developing and presenting financial planning recommendations and/or alternatives

Step 5:  Implementing the financial planning recommendations.

Step 6:  Monitoring the financial planning recommendations and effecting changes where appropriate.


This is a dynamic and team based process.  This should involve our team, the client, family members where appropriate and outside professionals as needed.


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