Investment Management
Uncommon wisdom is how some may view our investment management philosophy. We like to think of it as practical advice for the discerning investor who wants an approach to building and sustaining wealth that adapts to modern financial markets with a focus on the future.
Financial Planning
We believe effective financial planning is an ongoing process, not a product and is equal parts art and science. You will be engaged in your planning and not just the recipient of information. You will also have an experience that translates advice into action, as without action the advice is meaningless.
Financial Independence
Financial Independence is as much about a perspective on life as it is a stage of life. We have the expertise to guide you in your choices on how to accomplish and sustain financial independence, whether you choose to continue efforts towards earning income or completely retire from your income earning years.
Tax Planning and Preparation
Our tax planning service will evaluate your tax situation today, your anticipated future tax situation, and use tax mitigation strategies to help you keep more of what you earn.
Insurance Planning
Our Fee-Only model extends to our insurance services. This means that you benefit from access to insurance capabilities without the conflict of interests that typically exist in the traditional model of insurance services.
Estate Planning
We believe the best estate plans allow you to begin to realize your estate goals during your lifetime and not just at the end. Well crafted estate plans allow you to effectively transfer wealth in a tax efficient manner that transfers assets and your values.