Our Services

Comprehensive financial planning is the focus of our practice. It is in this way that our clients receive the full benefit of our services. We meet with our clients often during the course of the initial year, depending on the situation, to create and set in motion their financial plans.

Our services are not limited to scheduled appointments covering designated topics. Clients are free to call us or set an appointment with us at any time they desire to discuss any topics of concern which are within our scope of expertise. There will never be an added charge for calling or meeting with us.  It is understood that our clients will require these services to varying degrees.  We work with our clients to determine which areas are priorities for them and which areas that we feel most need our attention.