Using our proprietary Financial Planning and Wealth Management Process (DREAMS), we uncover your needs, clarify your vision, and design strategies to meet your objectives. We stay in touch with you on a regular defined basis, and execute your plan to help turn your goals into reality. We monitor your investments and financial progress while trying to maximizing the returns and results produced.

Discover: Clarify your vision, values and goals. Uncover your needs and priorities for now and the future.
Research & Realize the Possibilities: Using our expertise, we research the current environment and develop a strategy to help you meet today’s needs and tomorrow’s objectives.
Educate: You are always at the center of our work. It is important that you understand the plan.
Actively Manage: Executing the plan of action, always with full transparency.
Monitor Progress: We are not ‘set it and forget it’ advisors. As your fiduciary, we will actively monitor our strategy and suggest course corrections as we go.
Stay Connected: We know this is important to you. Rest assured that we will stay in touch and you are always welcome to reach out.

This is a process. It repeats time and time again as your life grows and changes and as the market does the same.

We want you to call us “My Financial Advisor” for a long time to come.

Making Dreams Come True

We establish goals and strategies to help make your dreams come true! For you, that dream might be to save for a home, a car, education or a wedding. For others, it might be developing enough wealth to retire with the income to enjoy your retirement and spoil the grandchildren! Whatever, your goals are, as your advisor, we will be your quarterback to keep you on track.

Our Wealth Management and Investment Advice Services include:

Customized Financial Plan

We get to know you, your goals, and your family needs. With this information, we customize a financial plan, designed to put you on track to reaching your dreams.

Divorce Planning

We assist individuals in the process of divorce with a review of the marital assets and proposed asset division. We identify income needs and appropriate division to achieve these goals. We work with your legal counsel as they prepare a draft marital settlement agreement. This is a fee based option.

Risk Analysis

We work with you to develop a personal risk profile so that we know how to manage your portfolio. Every client has their own personal risk score.

Retirement Income Planning

As your advisor, we develop and help you establish strategies to create the retirement of your dreams. This includes retirement planning and investment management. Once you are near retirement, we work with you to provide lifetime income, meet minimum required IRS distributions, and determine what you need to provide to your loved ones.

Estate Planning & Special Needs

We encourage our clients to have the legal documents in place to prepare for life events. We work with legal counsel to help make sure you have executed the necessary documents.

Portfolio Management & Investment Advice

After our client interview and the development of your personal risk score, we will select and manage an investment portfolio.