Personal Financial Services

In many ways, an individual's financial planning is no different from that of a business. For clients who entrust us with their personal finances, our primary objective is to provide them with unique and relevant strategies. Several of our associates have earned additional certification as Accredited Personal Financial Specialists. After current financial status is examined and short and long-term goals are set, appropriate strategies are developed to achieve those goals. As with a business, regular performance evaluations will determine whether the current plan is still achieving the desired results. As a part of a personal financial plan, investment planning, income tax planning, and risk management evaluations are used to establish and provide for retirement and estate planning objectives, as well as funding the educational needs of children. Since the firm does not stand to benefit from recommending one financial product over another, our advice is always impartial and in the best interests of our clients. We currently have individuals licensed to offer securities in the states of Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Indiana, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas, Virginia. This is not an offer to sell or provide investment advisory services in any other state or jurisdiction*.