Over 3 decades of working with clients has given us the wisdom to know that the best advice doesn’t change anyone’s life.

According to most industry surveys, only 11% of people ever implement the advice of their advisors, and if they do, most of the time it’s done with the sale of a product that rarely benefits the client.

We believe that Financial Doing is as much or more important than Financial Planning.h

Introductory Meeting

Client Financial Portal

  • Secure Financial Website (Video)

  • Account Aggregation Services

  • Real-Time Financial Reports

  • Digital Document Vault

Financial Coaching

  • Goal Setting, Planning & Tracking

  • Life Transition Planning

  • Financial Crisis Management

  • Financial Workshops & Coaching

Income & Cash Flow Planning

  • Income Maximization Analysis

  • Budget Creation & Tracking (Video)

  • Cash Flow Analysis

  • Cash Reserve Analysis

Credit & Debt Planning 

  • Credit Report & Score Analysis

  • Credit Repair Oversight

  • Credit & Loan Acquisition

  • Debt Analysis & Reduction Strategies

  • Debt Restructuring & Refinancing

Insurance Planning

  • Health, Life, Disability & LTC (Video)

  • Home, Autos & Rentals

  • Professional Liability (E&O), Umbrella

  • Business Liability & Commercial Property

  • Employee, Event & Miscellaneous

Tax Planning

  • Tax Preparation Oversight

  • Tax Planning & Projections

  • Tax Compliance Review

  • Tax Audit Representation

Investment Planning

Estate Planning 

  • Estate Plan Review (Video)

  • Asset Title & Beneficiary Review

  • Asset Protection Strategies

  • Estate Tax Review

  • Postmortem Estate Planning

Collaboration, Coordination & Execution with your…

  • Attorneys

  • Agents / Managers

  • Accountant  / Tax Preparers

  • Insurance Agents

  • Real Estate Professionals

  • Banking / Financial Reps