Making Your Financial Dreams Come True

Like most people, you have hopes, dreams, and life goals for yourself and your family. These might include buying a home or business, saving for college education for your children, taking a dream vacation, reducing taxes, and retiring comfortably. Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals — while at the same time helping you negotiate the financial barriers that inevitably arise in every stage of life.

Planning Philosophy

We believe that each client is unique and that “rules of thumb” and cookie-cutter approaches to financial planning and investment management are inappropriate. Each client has different goals, expectations, finances, investment risk tolerances and time horizon. These unique goals and situations are factored into constructing a unique Financial plan for each client.

Jeff Sloan – Phoenix Magazine’s 5 Star Wealth ManagerWall Street Journal  – December 15, 2014
“Top Ten Wealth Managers You Need To Know”

We specialize in retirement planning, estate planning and wealth preservation which we refer to as Financial Planning, and in managing investment portfolios which we refer to as Investment Management. Our Investment Management program focuses on prudent and responsible longer-term strategies and proven investments. Each portfolio is individually designed to meet specific financial goals. Most Financial Planning clients are also Investment Management clients. Included in both services is a strong emphasis on tax planning and savings.