We look at all aspects of your financial affairs including  tax strategies, investment planning, wills & trusts and family relations. We listen to your wants and needs and then search for the proper tool for the job. There is no one tool for every job around the house and there is no one investment for every situation. Every person, every couple is different and we deliver a custom made response for each client.

 

Starting out, we focused on basic financial planning issues, but gradually have found ourselves specializing in retirement planning, estate planning and preservation, and asset transferal issues. What hasn’t changed over time is our dedication to the business of ensuring that you receive our total attention on your quest to craft a financial solution that can help protect your wealth and your family’s future.

 

We want our firm to be independent, not captive to any particular company. Ted worked for a large, captive company where the clients were matched to a meager number of investment tools. A client back then may have been offered a few investments instead of the thousands that are available to us now. We can provide a broad array of products using only the best to respond to your individual needs, verses ‘captive’ advisors who can only attempt to shoe horn you into the single line of products their company provides.

  

We pride ourselves on staying informed and abreast of the sophisticated tools and concepts in this ever changing, fast-paced financial services world, giving lectures and seminars to both our peers and the public.

 

We educate you about the financial planning process and update you on your progress along the way. We spell out specific recommendations to enhance your financial well-being and we guide you through the implementation process. The value of client service is a constant and important goal at our firm.