Financial Planning

“Everyone needs a coach. It doesn't matter whether you're a basketball player, a tennis player, a gymnast or a bridge player.” - Bill Gates

Our team fully understands complex financial issues, and how they can affect your life goals — whether you are working to achieve current financial success or protect and preserve your assets over the long term. Our advisors are experienced professionals who have a detailed understanding of current tax laws and financial planning strategies designed to achieve a variety of complex goals, including business succession planning.

We first focus on what you value and then on the value of what you own. This allows us to help you discover what is important to you and ends with a plan that reflects your core values.

Developing your financial plan:

  • Discovering…your values, attitudes and preferences concerning your financial assets.
  • Clarifying…your vision for the future.
  • Connecting…your vision, values and goals with the planning process.
  • Implementing…an action plan seeking to produce your desired results.

Our financial planners are Certified Financial Planners™ having earned one of the most respected designation in the industry. They have completed comprehensive study and course work prior to sitting in for a rigorous two-day examination which tested their understanding and ability to apply financial planning concepts to real-life situations.

And to keep abreast with changes that can impact financial planning work we do for our clients; our team regularly enhances their knowledge through ongoing continuing education requirements.

Services are available to you within a range of fee structures that are negotiated between you and your advisor, based on the complexity of your needs and services required.


Comprehensive Financial Planning

A complete holistic review of all your goals, needs and wants to encompass all areas of your life. This complete plan is prepared by one of our professionals who will review with your multiple scenarios and what‐if solutions. We pull all the pieces together to create a customized plan.

Financial Planning

At times clients might need assistance with one area of a comprehensive plan.

  • Cash Management
  • Retirement Planning
  • Insurance Planning
  • Investment Planning
  • Estate Planning
  • Tax Planning
  • Educational Planning
  • Charitable Planning
  • Business Planning

Wealth Management Planning

Designed for the families with comprehensive wealth and physicians, this boutique service goes beyond the approach of most firms. Working within a family setting, we help manage all aspects of your family’s wealth which includes working with other professionals to achieve an a collaborative approach to manage complex issues.