FINANCIAL PLANNING & INVESTMENT ADVISORS
Your Financial Backup Plan: The Partner for Financially Savvy Individuals
Financial planning and investment management that delivers on clarity, confidence, and accountability for financially savvy individuals.
TRU. FINANCIAL. PLANNING.
Helping Bring Your Financial and Life Goals Together
Financial Planning for Financially Savvy People
You are the architect of your own financial future. You enjoy managing your investments, strategizing for your goals, and staying on top of your wealth. We admire your dedication and don’t want to get in the way of your passion. However, even the most confident and capable individuals have an important question to answer: What happens to your financial plan if you’re no longer here to manage it? This is where we come in as your trusted financial backup, providing you and your family with an essential layer of security.
Your Wealth Management Safety Net
The Peace of Mind Partnership
Our service is designed to be your safety net, ensuring a seamless transition of wealth management to your spouse or heirs. We take the time to thoroughly understand your unique investment strategy, financial goals, and family dynamics. This process isn’t about us taking over; it’s about building a solid, documented understanding of your financial world.
We bring your spouse into the conversation, ensuring they are on the same page with your financial game plan. This not only provides you with incredible peace of mind but also gives your spouse a trusted partner to turn to in the event something were to happen to you. We’ll speak in plain language, simplifying complex concepts and empowering them to feel confident and secure.
Protecting Your Legacy from Costly Mistakes
Avoiding the Financial Services Gauntlet
Unfortunately, a significant portion of the financial services industry preys on the vulnerable and uninformed. When a spouse or family member is suddenly faced with managing a large estate, they can become a target for deceptive sales practices and high-fee products. By having us as your financial backup, your loved ones have a reliable, fiduciary partner to guide them, helping to prevent potentially huge and costly mistakes.
Our Fiduciary Promise
As your fiduciary, we are legally and ethically obligated to act in your best interest. We follow an evidence-based, best-practices approach to personal wealth management, focusing on simplicity, transparency, and tax efficiency. This means you can be confident that your legacy will be managed with the same principles you value.
Cost-Effective Security
The cost of having us as your financial backup is typically far less than the financial damage that can result from poor advice or a lack of knowledge during a time of grief. We serve as a dependable guide, ensuring a smooth transition of assets and providing sound advice to help your family manage your wealth for continued maximization and minimal tax consequences.
Our Specialties
Comprehensive Financial Planning
Investment Planning
Retirement Planning
Insurance Planning
Estate Planning
Tax Planning
Business Planning
Education Planning