Areas of Focus
Investment Planning
Our approach to investment planning relies on core principles developed and tested since the inception of our firm. These principles are:
- Asset allocation provides the foundation to managing portfolio risk and return potential;
- Tax efficiency and asset location are critical;
- Portfolio expenses must be scrutinized;
- No single money management firm can be all things to all people; and
- Our most important role is to be an objective advocate. Our goal is to control costs, be tax efficient and manage risk. This provides an effective way of helping achieve your financial goals.
Insurance
Say the words "life insurance" to some people, and you're likely to get a less than enthusiastic response. But, more and more frequently, people are discovering that life insurance can be a helpful financial planning tool. Life insurance offers a way for you to help provide for your family, protect your business, and make charitable gifts without reducing your estate.