Overview

We believe that having an independently prepared financial plan is essential to taking control of your future. For anyone with a business or personal wealth over $1 million, a plan that covers all aspects of your finances will ensure you will achieve financial independence.

We work with you and your investment adviser to implement any plan we create together. As planners, we work independently for your benefit. We have no axe to grind as we are not selling an investment product and are not remunerated by commissions based upon what we sell. Our fee to you is for our knowledge and experience in designing a financial plan.

We would be pleased to meet with you to discuss your needs today and your goals for the future. We can help determine which of the following plans is best suited to your needs:

• Personal financial planning
• Retirement planning
• Estate planning
• Education planning
• Insurance planning