12 Evergreen Drive,
While our practice expertly provides clients with a lifelong plan for financial success, we are proud to specialize in aiding with handling life-changing events, such as job changes, unexpected death of a loved one, saving for college, and planning for the work-optional retirement years. Our team understands that it is more than simply facts and figures involved in designing a successful financial plan – getting to know the “why” is sometimes more important than getting to know the “how”.
We begin our process by getting to know a prospective client and understanding that we are all on the same page. We believe that outlining expectations between a client and an advisor is a key component to a successful relationship. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Please take a look at the services that we offer, listed below. If you feel that you could benefit from our help, please see our Contact page for details on how to get in touch with us.
Common Stock + Bonds
Exchange Traded Funds
401 (k) Plans
Social Security Strategies
Cash Flow Analysis
Health Insurance (Business/Individual)
Business Key Person Insurance
Group Life Insurance
Birth of Child
Death in the Family
email@example.com | (845) 343-2244