This is a client-centered practice, built around clients' actual needs. We provide a package of services that naturally work together—for the same fee that most firms charge for investments alone. We bring expertise in finance, tax, law, business, accounting, and planning, as well as experience in counseling and dispute resolution. This unique, integrative approach sets us apart. We are able to consider a family's entire economic life as we work to protect what is dear to each member of the family. We carefully examine each person's investments, debts, insurance needs, cash flow, and tax situation. We then apply our expertise in tax and estate planning, investments, debt management, charitable giving, and insurance to meet each person's goals and needs.

We will work hard to create a comfortable working relationship, one in which you can discuss your concerns and questions openly. We are available, when you need us, to explain and address concerns and guide you through the increasingly complex world of money and family finances. We will base our advice on a solid understanding of your hopes, dreams, plans, and tolerances for risk. Our goal is to help you feel comfortable about your finances as they relate to all aspects of your life.

Our job is to improve your financial life. We wish to be compensated fairly, but we will never put your financial interests second to our own. We do not require a prepaid contract; our fees are paid after service is performed, and you can cancel the contract at any time.