Virtual Financial Planning

We have been in the business for over 33 years and have done so the traditional way, meeting with our clients in person and often at their other professional advisor’s offices; like their accountant’s or their attorney’s offices.  As we grew it became more evident that we can not effectively and efficiently meet and service our clients if we have to travel around, so our clients began coming to us.  Over time, we started doing things more remotely, using email and electronic signatures, etc.  With the onset of the pandemic, we out of necessity went 100% virtual and to our surprise (regarding business) has been a blessing in disguise.  For the most part, our clients adapted (they were forced to), but it has allowed us to be more focused with our work and to our amazement, our clients like it much better too.  They don’t have to travel; they have access to us with a click of the mouse and after the learning curve of how to use Zoom or GoTo Meeting have easy access to their advisor.  We have made a conscience decided to market our services 100% virtually for now on.  Of course, if any of our clients want to meet us personally (we would prefer to do that on a social basis), we will once the pandemic subside.

“If you fail to plan, you are planning to fail!”

Benjamin Franklin

If you don't know where you are going, any road will get you there.

Lewis Carroll

If you don’t know where you are going, you’ll end up someplace else.

Yogi Berra

In our opinion a major reason people don't realize their hopes, dreams & goals is because they fail to plan for them.

  • By collaborating with our team to build an actionable financial plan, you can feel confident in the steps you are taking.
  • We learn about you and help you create a clear picture of your hopes, dreams & goals.
  • We analyze & test your current financial situation to see if you are appropriately prepared for future needs.
  • We test multiple ways you can manage your money to find suitable options for working towards your goals.
  • We agree on customized solutions based upon the results of our analysis
  • We help you implement the solutions from your financial plan
  • We also work closely with your existing tax & legal counsel, working together with the common goal of helping you.
  • Once we have completed your financial plan and you feel comfortable with us and our process, we can help you take action by implementing the solutions.
  • We believe a sound financial plan is one of the keys to helping you feeling confident about your financial situation.

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You work hard for your money. 

We believe your money should work just as hard if not harder, for you.

We utilize a comprehensive investment management process. Our open architecture allows us to offer customized portfolio solutions that are 100% transparent.

Each client portfolio allocation is specifically designed based on your return objectives, risk profile, and tax status of your accounts. By first going through the financial planning process we can determine which strategies are appropriately suited for your situation.

Portfolio Investment & Retirement Income Planning

Our specialty is in planning the income needs of investors who have or are looking to retire earlier than the norm, and have accumulated funds from sources like:

  • Sold or are planning on selling their business
  • Company stock liquidation 
  • Significant savings in retirement accounts like 401k's & IRA's
  • Received an inheritance
  • Won the lottery

We fully understand and appreciate the importance of creating a stable income for retirement. Using robust portfolio construction & retirement income projection software , we are able to help design custom income solutions that are tailored to the specific needs and goals of each individual client.

Have specific portfolio & retirement income questions?

Ask away! Please let us know here.

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