Our Services

People differ in their need for financial advice. We try to accommodate those differences by offering a combination of fee-only financial planning, financial counseling and portfolio management. We work solely with individuals and offer a friendly, boutique environment. We sell no financial products as we feel that to do so would compromise the fiduciary nature of the relationship we have with clients. Specific services offered include:

• Comprehensive financial planning
• Retirement planning
• Investment planning
• Strategic income tax planning
• Personal risk management planning
• Estate planning
• Planning for special goals
• Special issue consulting
• Discretionary portfolio management

Fees arrangements are flexible and include negotiated annual retainer fees, hourly fees, or a combination of the two.