Why Work With Us?

We hope you will choose to work with our team. Here is what makes us different. How do you know if you could benefit from our services? You may not have the expertise, the time or the desire to actively plan and manage certain financial aspects of your life. You may want help getting started. You may benefit from an objective, third-party perspective on what are often emotional, difficult decisions. In today’s hectic world, we can help make sure you stay focused and follow through with your financial plans.
Often the anticipation of a specific event will trigger the need for professional financial planning guidance. These might include:

  • Retirement. Making sure your money will last throughout your life
  • Employment transition. Clarifying the options for your retirement plan
  • Inheritance of a large sum of money or other unexpected financial windfall
  • Marriage or divorce
  • Disability
  • Birth or adoption of a child
  • A financial crisis such as a serious illness, layoff or natural disaster
  • Aging parents or a special needs child. Developing a long-term care plan
  • The severity of unanticipated market swings
  • Starting a new job and needing help selecting investments in your retirement plan
  • Death of a spouse or close family member
  • Education expenses
  • Buying, selling or passing on a family business

Some people may be able to do a lot of it on their own. However, there are some situations where people feel a need for the services of a CERTIFIED FINANCIAL PLANNER™, such as:

  • The need for niche expertise
  • Limited experience with finances or investments
  • Overwhelmed by the complexity of the process
  • The need for an objective, outside perspective
  • A complex financial situation

Usually the biggest obstacle for people is:

You don’t have the time!

Procrastination is the greatest enemy of financial independence, and using a CERTIFIED FINANCIAL PLANNER™ will help keep you on track. There are some other advantages to using a CERTIFIED FINANCIAL PLANNER™. Some aspects of financial planning may be too complex for most people, such as calculating how long your retirement capital will last or maximizing tax strategies. A good CERTIFIED FINANCIAL PLANNER™ is willing to work with other professionals, such as lawyers, accountants, and insurance agents, to coordinate their efforts with your overall financial needs.

Please see the question “How are you different from other investment advisory firms?” in FAQs at Resources for additional reasons to consider working with us.