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Frequently Asked Questions

How do I know if I need a financial advisor?

A financial advisor provides educated solutions to assist you with your financial situation. Their expertise should offer insight regarding impactful strategies, tax implications and efficient retirement solutions. Although opting to work with a financial advisor is a personal preference, their guidance has the ability to help you meet your retirement goals quicker, preserve wealth throughout retirement and avoid any potential roadblocks.

How often will you be in communication with me?

We understand that retirement planning is an ongoing process and therefore view our client relationships as ongoing. We meet with clients on an ANNUAL basis to review and make any necessary changes. We also encourage clients to connect with us throughout the financial journey so we can update plans accordingly.

What can I expect from working with you?

We offer clients holistic retirement planning services with a fiduciary standard. We will work in your best interest to develop a plan to achieve your financial goals and preserve wealth throughout retirement. Our team strives to provide the highest level of service through quick response times, personalized planning and ongoing communication.

What services do you offer?
  • Tax planning advice
  • Investments
  • Insurance
  • Estate planning, including the Family Estate Organizer
  • Social Security optimization
  • Medicare
  • Asset-based LTC planning
How do you measure and evaluate you progress?

We will regularly evaluate your situation ensure progress is being made towards your financial goals. We evaluate your returns and compare them to the appropriate benchmarks. If we determine changes need to be made, we will provide full transparency and suggest appropriate next steps.