Individual or Families

Our Wealth Advisors will work closely with you to ensure your long-term strategies are tailored to meet your personal goals, investment timelines and most valued life goals. Whether you’re saving for your children’s education, buying a home, growing your business, or building a legacy for your family, there’s a solution to help you meet your needs.

Evaluation Meeting

It’s important to us that you make an informed decision about the professional advice you are about to seek! Therefore, I offer an evaluation meeting to prospective planning clients, to mutually decide if we would work well together.

This is an extensive meeting (at least an hour, if not more) in which we invite you to lay out all of your concerns, bringing any information along that would enhance our understanding of your situation.

In turn, I will explain my planning process and philosophy, discuss your situation with you and work with you to design a strategy that would be appropriate for you, your family or business at NO COST.