Services & Specialties

We believe that one of our most important roles is to provide clarity and direction for our clients in a world full of change, transition and turbulence.  Technology and the explosion of information has become a double edged sword. There is an amazing amount of information at our fingertips.  The availability of information provides the potential for empowerment. Unfortunately, the sheer volume of information has become overwhelming for many people. This feeling of overwhelm can at times cause many people to embrace inadequate or simplistic solutions or freezes them from taking action - paralysis of analysis!  To deal with these roadblocks, our service offerings accomplish the following:
      • Assist our clients to identify potential problems or opportunities.
      • Provide customized solutions that will enable clients to efficiently deal with the issues.
      • Assist clients in implementing the recommendations and provide ongoing coaching.  
Our programs and services work best for clients who understand the value of working with professionals who can assist them to leverage their time and resources.  They feel comfortable with the art of delegation and tapping into the expertise of others.  They are vitally involved in defining their goals and working with us in the planning and discussion components of our planning processes.  However, they also understand that they do not have the time, desire or expertise to be involved in the day to day issues of finance and financial planning.  They understand that they have limited time in their schedules and that true wealth creation and happiness is about them focusing on their core gifts, abilities, interests and relationships.  We walk alongside our clients to make sure they proactively plan, implement and review their planning.  We play a very important coaching role that helps to increase long term success for the client.  

The DIRECTION and PROCESS's that we provide give clients confidence about their FUTURE in a world of turbulence, change and transition.

Services

  • Retirement Planning - Retirement is one of the biggest transitions you will experience during your lifetime....read more
  • Estate Planning & Incapacity - Our estate planning advise is intended to...read more
  • Protecting You and Your Family (Risk Management) - A sound planning process is designed to....read more
  • Investment Planning - A successful investment strategy is....read more 
  • Business Consultancy Services - Have you heard the expression a shoemaker's child walks barefoot? Often business owners....read more
  • Investment Solutions - Through our association with Assante...read more
  • Insurance Solutions - Through our association with Assante...read more
  • Cash Management Solutions - Too often borrowing decisions are made in....read more
  • Health & Wellness - Over the years we have come to understand that you cannot plan your finances in a vacuum...read more
  • Speakers Bureau - Is your company, organization or group looking for....read more

Specialties

RETIREMENT COACHING
Planning for Today
Peace of Mind for Tomorrow

Retirement is one of the biggest transitions you will experience during your lifetime.

 

Do you want clarity and peace of mind about your retirement planning?....read more