Info

We help people define what they want out of their lives, and how their financial situation can be adjusted so that they lead what to them, represents a happier, more prosperous and fulfilling life. Our services strive to help you identify your personal goals and your personal definition of fulfillment, and then to help you map out a plan that will get you, year-by-year, closer to those goals. We help you handle all the inconvenient, complicated procedural issues around money. Getting everything organized in one place so you know exactly what you have and how it's working to move you toward your goals. We help you by acting as a cushion between your emotions and your investment behavior. We have seen how greed, hype, fear, despair and pride slip right past the governors of the rational mind and result in investment decisions that range from bizarre to self-destructive. The great thing about having a financial advisor is that you don't have that direct emotional connection with your portfolio. A financial advisor looks at the situation objectively. They remind you of the investment criteria you came up with together and why those policies need not change because of some irrelevant factor(s). There is no shortage of raw financial news that you are bombarded with everyday. We fill the role of providing real and meaningful facts, perspective, wisdom, experience and expertise. Remember, there is a lot of information that is free ... but insight, that is sold separately.