Here to Help You
A family-owned financial advisory firm, we started with one goal in mind: helping other families prepare for and enjoy their dream retirement. Growing up in large families, we learned the importance of preparation, planning, discipline, education, and the desire to take care of others.
Our
Philosophy
We Simplify Your Journey.
The complexities involved in today’s financial challenges can be daunting. That’s why we’re passionate about simplifying your journey and guiding you every step of the way. Our independence allows us to build portfolios and financial plans that are focused exclusively on you and your life goals.
No one strategy fits everyone, which is why every client gets a personalized plan suited to their needs. You won’t get a cookie-cutter solution—but our clients tell us that receiving a bag of Linda’s famous chocolate chip cookies does make the journey that much more rewarding.
Our Process
We take care of you.
Whether they are young and retirement isn't on their radar yet, or they're currently living in retirement, we find our clients want someone who will listen to them and take care of them.
1. Our first discussion is focused on getting to know you and what you want to accomplish.
2. Then we’ll review your investments, retirement plans, pensions, healthcare, insurance, and estate plan to create a total and simplified game plan.
3. Then we’ll structure an investment plan to help meet your lifetime financial goals.
4. We’ll meet regularly to see how you’re progressing toward your goals, making any necessary adjustments to suit your evolving needs.
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