WHO WE SERVE

WHY INDIVIDUALS & FAMILIES SHOULD PARTNER WITH US

  • Goals Oriented Investment Management
  • Tax-Smart Investment Planning
  • Investing that reflects your values

We want to learn what’s important to you so we can create a personal financial plan. And your plan is just the beginning of an ongoing full-service relationship. Think of us as your investing partner—we’ll be here to help whenever you have questions.

Here’s How Our Advisers Can Help

  • Our advisers are required to act in their clients best interests at all times.
  • A personal financial advisor can add meaningful value compared to the average investor experience.
  • Research indicates that working with an advisor improves your results 1.

Find out how partnering with us can help give you greater confidence that you are doing all you can do to reach your financial and life goals.

  1. Kinniry, Francis M., Jr., Colleen M. Jaconetti, Michael A. DiJoseph, and Yan Zilbering, 2014. Quantifying Vanguard Advisor’s Alpha.  Valley Forge, Pa.: The Vanguard Group.

We use Riskalyze to make sure that your portfolio represents your comfort level, not ours. The Risk Number helps us ensure that your portfolio aligns with your investment goals and expectations. What’s your probability of retiring comfortably?

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SMALL BUSINESS OWNERS

  • Business Retirement Plans
  • Succession Planning
  • Recruit, Retain, and Reward Employees

The majority of business owners are not financially prepared for the retirement they envision.

Why Small Business Owners Should Partner With Us

We focus on the life of the business and life after business. As an owner, you have to juggle many concerns -let us help you achieve your financial goals for yourself, your family and your employees.

Recruit, Retain, and Reward Employees

Many business owners recognize that a firm’s greatest asset is its employees. When you offer a business retirement plan and other benefits to your business family you are rewarding them for their loyalty and hard work.

A well thought out benefits package can set you apart from your competition and help you retain your most talented team members.

Only 14% of all small businesses offer any retirement benefits. When you provide a retirement plan you set your company apart giving you an advantage.

Reduction Of Your Income Tax Liability

Potential growth of your investment earnings are tax-deferred until you take a withdrawal or distribution. Employer contributions are tax-deductible to the small business. As an owner, you are also eligible for company matching or nonelective contributions.

Invest In Your Own Retirement

You can invest money for your own retirement in the plan you set up for your employees.

Succession Planning

Does your company know who will take over if the owner steps down? When a company is just beginning to see signs of growth few owners consider what happens if someone on the senior team should leave.

However, life can be very unpredictable, and every company needs a succession plan in case a key team member moves on.

The majority of business owners are not financially prepared for the retirement they envision.

ORGANIZATIONS & NON-PROFITS

Serving on a board can be a great way to help our community but becoming a board member carries with it certain legal obligations. Board members are fiduciaries and are required to be prudent stewards.

We can help you fulfill your duties and increase your confidence by applying objective standards to your investment goals.  

As an Investment fiduciary, are you comfortable with your process?