Building Life Plans, One Client at a Time

Comprehensive Strategies

We believe that everything in your life is related, and your investment strategy has to encompass your whole financial picture.

We begin our relationship with you by reviewing your assets, your income, and your obligations. We discuss your concerns and your goals. We ask you a lot of questions to make sure we have a thorough understanding of where you are now and where you want to be.

  • What are your requirements and objectives?
  • What changes do you expect in your income? Will your expenses be increasing or decreasing significantly?
  • Are you planning any major purchases?
  • Will you be receiving new money from an inheritance, or the sale of a business?
  • Does your portfolio need to generate current income to maintain your lifestyle?
  • Who depends on you financially?
  • When do you plan to retire?
  • Is your estate planning suitable and up-to-date?
  • Are your assets adequately protected?

These are some of the factors that define your unique financial circumstances, and understanding them is essential to creating a life plan. The strategy that we recommend will be tailored to your situation—how it is now and how you want it to be.

We will stay in frequent contact with you, helping to refine your strategy so that it responds to changes in your life, the lives of the people you care about, and the outside world.