Our Services Overview
When we sit down with prospective clients, these are the types of questions they typically have:
- Am I OK?
- Do I have enough?
- Will my kids be OK?
- Am I protected?
- What will my legacy be?
While we’re not saying you’re typical (what is “typical” anyway?), it’s human nature to be concerned about the things that matter – family, goals, and one’s purpose in life. This is precisely where we begin with every client relationship. Only after we understand who you are and what’s important to you, can we begin to design your financial roadmap and investment portfolio strategy which will help relieve you of those “middle-of-the-night” questions.
Financial Counsel
What’s your WHY? That’s what we need to know to help you plan a financial life that will enable you to realize your why – your purpose. What do you want to achieve, what legacy do you want to leave?
Developing a plan that works for you is not a one-time event, but an ongoing process to ensure that all aspects of your life – financial and otherwise – are acknowledged and addressed as necessary.
Lifestyle needs change over time, kids grow up, careers shift, families morph – and we are here to ensure that your plan continues to adapt to you, in times of both flow and flux.
To do that, we need to understand the various areas of your life and how each relates to your financial situation, including:
- Financial Independence and Lifestyle
- Retirement and Education Planning
- Health Care Concerns and Long Term Care
- Tax Reduction
- Liability Management
- Insurance and Asset Protection
- Cash Flow Management
- Business Succession
- Estate Planning
- Legacy and Philanthropic Planning
We’ll look at all your needs, both now and in the future. Our focus is you, YOUR PLAN, YOUR FUTURE®
Investment Management
We use a proprietary, purpose-driven investment management process built on a foundation of well-researched diversification, proven statistical methods, and risk management and mitigation. We believe high conviction investing and diverse perspectives provide better results. Our goal is to design robust and durable portfolios, allowing you to capture your desired return without assuming any more risk than is necessary.
We take a holistic approach to financial management that considers your:
- Investment Time Horizon
- Risk Tolerance
- Desired Returns
- Tax Sensitivity
- Income Requirements
- Investment Sentiments (for or against certain types of investments)
Folding your needs into our process ensures that your investment portfolio will serve you today and into the future.
Have Questions? Call us Today!
949.622.9000
Did You Know?
Our team has 25+ years experience taking clients through an extensive planning process tailored for their needs!