Our Approach

The Big Picture

While we specialize in investment management, our approach starts with understanding your financial “big picture”.  The more we know about you, the better guidance we can offer.  So, in addition to investment management services, we can offer guidance on many important financial decisions such as:

• Social security planning
• Insurance planning – life, disability, and long-term care
• Retirement planning – IRAs, Roth IRAs, SEP IRAs and company retirement plans
• College planning
• Estate planning
• Navigating life’s difficult moments such as divorce, a job change, or the death of a family member.
• How to handle an inheritance

The solutions to these challenges are very personal and specific to your circumstances.  It’s important to have someone on your team with the understanding and expertise to help you.