Services We Offer


Our fee-based team of professionals works together to take care of each of our Ideal Client’s financial needs…everything from preparing their financial plan and updating their plan annually for any changes that occur, to designing their asset allocation models, to hiring and overseeing their money managers, to working with their CPA to minimize their taxes, to working with Estate Planning attorneys to create their estate plan, to designing their charitable giving plan, to planning for financing their student’s college and to helping them determine what insurance they need, how much they need and what is the right kind and type of insurance for them.  By having a coordinating team of fee based professionals that works together, that follows a checklist of 143 items, that they review each year for each Ideal Client, we increase our Ideal Client’s probability of being financial successful and living financially stress free.

By the way, by doing these things for our clients, we also free up a lot of time they would have spent doing these things themselves.  We then encourage our Ideal Clients to use this newly discovered time to design and live their Ideal Lives.  

So what does your Ideal Life look like?  Who are you with?  What are you doing?  Where are you?   What does your Ideal Life sound like?  What does it feel like?  And what does it look like?  This is the place we want our Ideal Clients focusing their time and energy on, while we take care of all of the distractions that can be delegated to our Deliverables Team.

Don’t worry, we give our Ideal Clients a short action list of items they are to handle and we meet with them three times a year to review everything we are recommending they do so they fully understand their entire financial picture.  We are just a phone call away if they have any questions or concerns.

And that is what we do!

Read More About What We Do For Clients Here