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Our Process

Our Process

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Focused On Your Financial Future

Focused On Your Financial Future

From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time. It's your life; you should live it the way you want. Read more below about how we can work with you to help your financial needs.

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The Poetry of Planning

The Poetry of Planning

Our unique P.O.E.M. process is designed to uncover what matters most to you, align the components of your financial life and keep your financial plan up to date.

  • Planning

    For most of our clients, money is not an end in itself but rather a means to an end-- taking care of family, exploring the world, or leave a charitable legacy. We listen to what you share with us about your values so we can create a personalized financial plan that fits you comfortably.

  • Organize

    We work with you to simplify and consolidate your financial accounts so you can easily see the big picture and focus on your long-term strategy.

  • Execute

    Because we are independent, we match you with the investment products and services that are best suited to helping you meet your financial goals. We have no obligation to sell proprietary products or services.

  • Monitor

    We track your plan, discuss it with you frequently and adjust as needed. You can check your progress anytime through the secure portal on our firm’s website.


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Resources

For those of you who want to build on your financial knowledge, feel free to browse our library of financial education materials.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

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The Cost of Procrastination

The Cost of Procrastination

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Comparing Investments

Comparing Investments

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Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

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Travel, Without the Baggage

Travel, Without the Baggage

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Acres of Diamonds

Acres of Diamonds

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What is most important to you?

Our professionals have over a century of combined experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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We believe you, our Client, always comes first.

Our professionals have over a century of combined experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

Contact Us

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."