Services

Portfolio Management

Plans succeed through good counsel…
– Prov 20:18

Every client portfolio is viewed differently and uniquely. We structure our portfolios based on your particular needs and objectives. We factor in variables such as your time horizon, risk tolerance, return objectives, tax situation, company stock plans, and legacy positions.

Financial Planning

Where there is no vision, the people perish…
– Prov 29:18

Is simply your list of short and long-term goals that are important to you, with a strategy of how you’re going to use your money and other assets to achieve those goals. It might involve designing your saving or investing strategy, creating a will to protect your family, or insuring that your family will manage without your income should you pass on prematurely.

Tax Planning and Preparation

Good planning and hard work lead to prosperity…
– Prov 21:5

Successful financial planning involves implementing strategies that help you reach your financial goals, be they short-term or long-term. Over the long haul, taxes are quite often one of your single biggest ongoing expenses, and so prudent tax planning is a necessary and crucial step in ensuring that you’re on track to meeting your financial planning goals and objectives.

Will and Estate Planning

A good man leaves an inheritance to his children’s children…
– Prov 13:22

For many individuals, will and estate planning is a difficult subject to discuss and even more so to plan for as it brings up topics of their own mortality. However it is indeed something you need to talk about with your family and loved ones as you can’t obviously do so after you’re gone. And remember that no estate plan is exactly the same, and so your plan should be based on your personal priorities and goals.

Insurance

But generous people plan to do what is generous, and they stand firm in their generosity.
– Isa 32:8

The right insurance solution offers peace of mind, helping you take steps to avoid perils that could result in a financial downturn. That’s why prudent insurance strategies can play a key role in any wealth management plan.

Loans and Mortgages

Plans go wrong for lack of advice; many advisers bring success.
– Prov 15:22

We want to help you find the right mortgage or financing solution for your specific financial goals.
*Investment advice is only offered through a licensed Portfolio Manager.

Have Questions?

Don’t hesitate to reach out to us anytime to discuss your financial future.

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