If you have a relatively simple need that can be addressed with the purchase of a financial instrument, this may be the model for you. Strategies would be based on your specific need.
If you're seeking a customized portfolio utilizing asset allocation strategies, this may be the model for you. We work with you to devise your financial strategy and asset allocation. Your portfolio will then be tailored to you and is designed after a detailed analysis of your investment goals, saving patterns and risk tolerance.
If you want to establish a direction for your financial life, a plan may be the model for you. Financial Planning is designed to help you achieve your specific goals. We will work with you to design a roadmap, starting with a full assessment of your financial situation and goals. Each plan includes specific action items to help you achieve those goals. This is not a product or investment. While developing your plan, we usually consult with your other professionals (CPA, Attorney, etc.).