In our work with individual clients we seek to render a "refreshing,independent perspective". It is far too easy today for investors to look at financial decisions in a vacuum without proper consideration of immediate and longer term often unintended consequences. Brokers push stocks, bonds and mutual funds while insurance salespeople peddle annuities . What is usually lacking is a holistic perspective along with a healthy dose of objectivity. That is what we do.
The trademarked consultive wealth management process that we engage clients in (Wealth Rx) is the result of over 28 years of experience . Real (meaning unbiased and holistic) financial planning changes lives . That is our value.
