Consulting, not Selling

Because we believe in providing true wealth management services to our clients vs. financial planning, we are your consultants.  Our goal is to help you develop a plan designed to meet your objectives (for more see " Integrated Planning" ).  Many advisors working as "financial planners/advisors" provide general financial advice with an expertise in a singular product line like life or disability insurance, investments or long term care insurance.  Some may offer more than one product as well.

While we are licensed to provide you with investment and insurance products, our focus is providing advice - wealth management advice .  In fact, we are happy to work with your existing insurance and investment advisors to coordinate your overall wealth management strategy.  Often times we find that we can improve results by coordinating our strategy.