Who We Serve

Our clients come to us with a variety of needs:

Bike shop owner working on bicycle

Business Owners

looking for help in developing a retirement plan for their employees

Meeting of young professionals in conference room

Young Professionals

looking to get started on the path toward their long-term goals

Multigenerational family toasting to grandfather

Multiple Generations of Families

looking to plan for the future, such as college tuition and transfer of wealth

Husband and and wife leaning on gate looking at landscape


looking to devise an income strategy designed to help create a steady stream of income for the rest of their lives

Business people meeting in conference room

Our Meetings

Your needs are important to us, regardless of the dollar amount you have invested with our team.  We like to do at least one face-to-face, video or phone conference meeting per year with our clients. If we can’t meet in person, we will do a detailed phone conference instead.

Each annual meeting consists of a detailed review of the following:
  • Account Performance
  • Asset Allocation
  • Current Holdings
  • Recommendations for Changes in Strategy (if necessary)
Our periodic updates with you, which are conducted several times per year, are a bit more informal but cover all of the same topics in an abbreviated manner.

Each interaction gives you an opportunity to ask us questions and let us know of any changes in your status as well.  We always welcome and encourage questions from our clients, whether during one of our meetings or any other time by phone or e-mail!