Our unique approach couples digital efficiency with human intelligence to deliver well-thought-out financial and investment advice with personal, concierge service.
Our goal is to positively impact our client's lives by reducing their financial stress through organization, objective advice, planning and education.
We pride ourselves in taking the time necessary to understand your unique views, goals and family dynamic. These important factors influence our recommendations and the financial decisions you will make.
Smart financial decisions begin with knowing what you own.
We digitally organize your financial life with cutting edge, client interactive software, creating a client and advisor partnership to provide the best possible ongoing advice and timely recommendations.
We help you navigate and utilize our suite of technology, giving you confidence and control over your financial life.
We facilitate conversation around your financial future, help you set goals and devise a plan. We continuously review your progress and advise on adjustments needed to stay on track.
Life is not all fairy tales and happy endings.
The foundation of every financial plan is securing your family's financial well being. Having the proper types and amounts of insurance coverage can make you a hero when tragedy strikes.
Working with high quality Life, Disability and Long-Term Care providers, allows us to find optimal underwriting and pricing for each client.
Investing takes discipline and guidance.
Whether you have already built your wealth, or are in the process of building it, we have an investment and financial advice platform for you.
With increased investment complexity and the constant bombardment of information, professional investment advice is essential in blocking out the noise, keeping you focused on the facts.
When developing your own estate plan, or when faced with the loss of a loved one, it is important to receive the proper guidance and expertise. Small missteps can lead to greater taxes and reduced opportunities.
Our desire is to alleviate the stress caused by the many decisions a Power of Attorney, Executor and Beneficiary must be make while managing, distributing and then integrating inherited assets into their own financial situation.
Keeping you informed and up-to-date about market and legislative changes is important for our ongoing relationship.
We provide our clients with the knowledge they need to stay current.
Knowledge is Power!
"With continuous cyber attacks, you can no longer prevent the theft of your identity, but you can make your information worthless when it falls into the hands of a criminal. Through the experience of having my identity stolen, I created a website to teach you about a new financial tool you can use to proactively prevent account opening fraud, a very common and extremely time consuming type of fraud."
- Sharon Grinestaff
Most people don't know who to trust and are paralyzed by fear and anxiety when it comes to discussing and planning their financial future.
Our process and communication skills, create a low stress, caring environment that puts clients at ease.
You may make a significant difference in someone's life by referring a family member or friend and sharing our firms unique process in addressing financial goals.