What We Do

September 24, 2015

Our planning process starts with you. Together we will shape your financial future by building a customized plan and action list based on your needs, concerns and goals. We focus exclusively on financial planning and offer the following services:

  • Investment Analysis
  • Retirement Planning
  • Risk Analysis
  • Education Planning
  • Tax Management
  • Estate Planning
  • Hourly consulting is also available for items such as planning to purchase your first home, setting budgets, creating and maintaining investment accounts and maximizing your benefits at work.

As a client you will have access to a leading edge planning solution, My BLUEPRINT, providing you a clear dashboard of your entire financial picture. Your personalized dashboard is available on your schedule (24/7) and gives you access to a central location to view all of your financial accounts, create and manage budgets, utilize planning tools and save all of your important documents in a secure vault.