Financial Advice & Consulting |
As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we
must put our client's interests first. Most financial advisors are registered represtatives. This means
that in some situations, the advisor is not legally required to act as a fiduciary for you.
We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and
defining the relationship with the client Gathering client data Analyzing and evaluating the clients financial status
Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and
Monitoring.
We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their
portfolio.
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Financial Planning for Businesses |
As a CFP® and AIF® we are legally required to act as a
fiduciary to all our clients. This means that we must put our
client's interests first. Most financial advisors are
registered represtatives. This means that in some situations,
the advisor is not legally required to act as a fiduciary for
you.
We adhere to the Financial Planning Practice Standards
(Practice Standards) establish by the CFP Board. Establishing
and defining the relationship with the client Gathering client
data Analyzing and evaluating the clients financial status
Developing and presenting the financial planning
recommendation(s) Implementing the financial planning
recommendation(s) and Monitoring.
We do a thorough evaluation and analysis of each client's
situation before recommending an appropriate asset allocation
for their portfolio.
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Portfolio Management |
As a CFP® and AIF® we are legally required to act as a
fiduciary to all our clients. This means that we must put our
client's interests first. Most financial advisors are
registered represtatives. This means that in some situations,
the advisor is not legally required to act as a fiduciary for
you.
We adhere to the Financial Planning Practice Standards
(Practice Standards) establish by the CFP Board. Establishing
and defining the relationship with the client Gathering client
data Analyzing and evaluating the clients financial status
Developing and presenting the financial planning
recommendation(s) Implementing the financial planning
recommendation(s) and Monitoring.
We do a thorough evaluation and analysis of each client's
situation before recommending an appropriate asset allocation
for their portfolio.
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Retirement Planning |
As a CFP® and AIF® we are legally required to act as a
fiduciary to all our clients. This means that we must put our
client's interests first. Most financial advisors are
registered represtatives. This means that in some situations,
the advisor is not legally required to act as a fiduciary for
you.
We adhere to the Financial Planning Practice Standards
(Practice Standards) establish by the CFP Board. Establishing
and defining the relationship with the client Gathering client
data Analyzing and evaluating the clients financial status
Developing and presenting the financial planning
recommendation(s) Implementing the financial planning
recommendation(s) and Monitoring.
We do a thorough evaluation and analysis of each client's
situation before recommending an appropriate asset allocation
for their portfolio.
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Insurance Planning |
As a CFP® and AIF® we are legally required to act as a
fiduciary to all our clients. This means that we must put our
client's interests first. Most financial advisors are
registered represtatives. This means that in some situations,
the advisor is not legally required to act as a fiduciary for
you.
We adhere to the Financial Planning Practice Standards
(Practice Standards) establish by the CFP Board. Establishing
and defining the relationship with the client Gathering client
data Analyzing and evaluating the clients financial status
Developing and presenting the financial planning
recommendation(s) Implementing the financial planning
recommendation(s) and Monitoring.
We do a thorough evaluation and analysis of each client's
situation before recommending an appropriate asset allocation
for their portfolio.
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Estate Planning & Trusts |
As a CFP® and AIF® we are legally required to act as a
fiduciary to all our clients. This means that we must put our
client's interests first. Most financial advisors are
registered represtatives. This means that in some situations,
the advisor is not legally required to act as a fiduciary for
you.
We adhere to the Financial Planning Practice Standards
(Practice Standards) establish by the CFP Board. Establishing
and defining the relationship with the client Gathering client
data Analyzing and evaluating the clients financial status
Developing and presenting the financial planning
recommendation(s) Implementing the financial planning
recommendation(s) and Monitoring.
We do a thorough evaluation and analysis of each client's
situation before recommending an appropriate asset allocation
for their portfolio.
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Wealth Management |
As a CFP® and AIF® we are legally required to act as a
fiduciary
to all our clients. This means that we must put our client's
interests first. Most financial advisors are registered
represtatives. This means that in some situations, the advisor
is
not legally required to act as a fiduciary for you.
We adhere to the Financial Planning Practice Standards
(Practice Standards) establish by the CFP Board. Establishing
and defining the relationship with the client Gathering client
data Analyzing and evaluating the clients financial status
Developing and presenting the financial planning
recommendation(s) Implementing the financial planning
recommendation(s) and Monitoring.
We do a thorough evaluation and analysis of each client's
situation before recommending an appropriate asset allocation
for their portfolio.
|
Money Management |
As a CFP® and AIF® we are legally required to act as a
fiduciary
to all our clients. This means that we must put our client's
interests first. Most financial advisors are registered
represtatives. This means that in some situations, the advisor
is
not legally required to act as a fiduciary for you.
We adhere to the Financial Planning Practice Standards
(Practice Standards) establish by the CFP Board. Establishing
and defining the relationship with the client Gathering client
data Analyzing and evaluating the clients financial status
Developing and presenting the financial planning
recommendation(s) Implementing the financial planning
recommendation(s) and Monitoring.
We do a thorough evaluation and analysis of each client's
situation before recommending an appropriate asset allocation
for their portfolio.
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401K Rollovers |
As a CFP® and AIF® we are legally required to act as a
fiduciary to all our clients. This means that we must put our
client's interests first. Most financial advisors are
registered represtatives. This means that in some situations,
the advisor is not legally required to act as a fiduciary for
you.
We adhere to the Financial Planning Practice Standards
(Practice Standards) establish by the CFP Board. Establishing
and defining the relationship with the client Gathering client
data Analyzing and evaluating the clients financial status
Developing and presenting the financial planning
recommendation(s) Implementing the financial planning
recommendation(s) and Monitoring.
We do a thorough evaluation and analysis of each client's
situation before recommending an appropriate asset allocation
for their portfolio.
|
Annuities |
As a CFP® and AIF® we are legally required to act as a
fiduciary to all our clients. This means that we must put our
client's interests first. Most financial advisors are
registered represtatives. This means that in some situations,
the advisor is not legally required to act as a fiduciary for
you.
We adhere to the Financial Planning Practice Standards
(Practice Standards) establish by the CFP Board. Establishing
and defining the relationship with the client Gathering client
data Analyzing and evaluating the clients financial status
Developing and presenting the financial planning
recommendation(s) Implementing the financial planning
recommendation(s) and Monitoring.
We do a thorough evaluation and analysis of each client's
situation before recommending an appropriate asset allocation
for their portfolio.
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Tax Planning & Mitigation |
As a CFP® and AIF® we are legally required to act as a
fiduciary to all our clients. This means that we must put our
client's interests first. Most financial advisors are
registered represtatives. This means that in some situations,
the advisor is not legally required to act as a fiduciary for
you.
We adhere to the Financial Planning Practice Standards
(Practice Standards) establish by the CFP Board. Establishing
and defining the relationship with the client Gathering client
data Analyzing and evaluating the clients financial status
Developing and presenting the financial planning
recommendation(s) Implementing the financial planning
recommendation(s) and Monitoring.
We do a thorough evaluation and analysis of each client's
situation before recommending an appropriate asset allocation
for their portfolio.
|
Investment Management & Advice |
As a CFP® and AIF® we are legally required to act as a
fiduciary to all our clients. This means that we must put our
client's interests first. Most financial advisors are
registered represtatives. This means that in some situations,
the advisor is not legally required to act as a fiduciary for
you.
We adhere to the Financial Planning Practice Standards
(Practice Standards) establish by the CFP Board. Establishing
and defining the relationship with the client Gathering client
data Analyzing and evaluating the clients financial status
Developing and presenting the financial planning
recommendation(s) Implementing the financial planning
recommendation(s) and Monitoring.
We do a thorough evaluation and analysis of each client's
situation before recommending an appropriate asset allocation
for their portfolio.
|
Risk management |
As a CFP® and AIF® we are legally required to act as a
fiduciary
to all our clients. This means that we must put our client's
interests first. Most financial advisors are registered
represtatives. This means that in some situations, the advisor
is
not legally required to act as a fiduciary for you.
We adhere to the Financial Planning Practice Standards
(Practice Standards) establish by the CFP Board. Establishing
and defining the relationship with the client Gathering client
data Analyzing and evaluating the clients financial status
Developing and presenting the financial planning
recommendation(s) Implementing the financial planning
recommendation(s) and Monitoring.
We do a thorough evaluation and analysis of each client's
situation before recommending an appropriate asset allocation
for their portfolio.
|
Financial Planning for Individuals |
As a CFP® and AIF® we are legally required to act as a
fiduciary to all our clients. This means that we must put our
client's interests first. Most financial advisors are
registered represtatives. This means that in some situations,
the advisor is not legally required to act as a fiduciary for
you.
We adhere to the Financial Planning Practice Standards
(Practice Standards) establish by the CFP Board. Establishing
and defining the relationship with the client Gathering client
data Analyzing and evaluating the clients financial status
Developing and presenting the financial planning
recommendation(s) Implementing the financial planning
recommendation(s) and Monitoring.
We do a thorough evaluation and analysis of each client's
situation before recommending an appropriate asset allocation
for their portfolio.
|
Education Funding & Planning |
As a CFP® and AIF® we are legally required to act as a
fiduciary to all our clients. This means that we must put our
client's interests first. Most financial advisors are
registered represtatives. This means that in some situations,
the advisor is not legally required to act as a fiduciary for
you.
We adhere to the Financial Planning Practice Standards
(Practice Standards) establish by the CFP Board. Establishing
and defining the relationship with the client Gathering client
data Analyzing and evaluating the clients financial status
Developing and presenting the financial planning
recommendation(s) Implementing the financial planning
recommendation(s) and Monitoring.
We do a thorough evaluation and analysis of each client's
situation before recommending an appropriate asset allocation
for their portfolio.
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