Our Services 

Clients bring all of their financial data to an initial consultation. This provides the basis for a current status review. The initial meeting takes from one to one and a half hours and covers a review of financial and investment goals and objectives, and an analysis of how well current strategies are likely to achieve client goals. Various strategies are discussed, and options considered. Often clients receive enough guidance in the initial consultation to continue their current strategies. In other instances, clients may request projections for various options, a detailed written plan or referrals to other specialists, for example legal, accounting, investment, insurance. Fee quotes are provided for any further requirements.

Our Services Include

 

 Our Motto: “We do good work for good people”  
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