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Client Centered

Many top executives work extremely hard running their company that they often overlook their personal finances. The most common reason for executives to seek an independent financial advisor is the belief that it increases their productivity by reducing the time they would spend dealing with their personal finances alone.

The financial planning process begins with an audit of your estate, investment, and business situation to analyze every component of your finances. We look at your cash flow, tax bracket, and retirement accounts, such as 401(k)’s, and time lines as ways to identify the best methods to determine investment strategies and risk budget.

Executives are often heavily over weighted in company stock and may not be well enough diversified in their portfolio. With the use of LPL Financial’s independent research, advising on important investment decisions enable us to help grow and to protect your assets, keeping you on track to meet your current and future goals and objectives.

There is no one particular investment approach because each client’s situation is unique. We use a disciplined methodology to focus on your most important objectives first, and bring guidance to areas such as life insurance needs, and disability insurance. We review your estate documents to insure that trustees, guardians, and beneficiaries are in accordance to your intentions. These customized recommendations form the basis for the strategies we select to guide you through your financial planning process.

Once we have identified and implement these components we continue to monitor your progress. You will receive year-round consultation to enable you to benefit from new opportunities and situations as they arise. Our services are personalized and tailored to meet the specific needs of each executive. Integrity, Objectivity and Experience is the cornerstone of our practice. Our clients come first.