How We Help

We specialize in bringing clarity to people's financial lives. 

In today’s fast paced world, people are living busy, frenetic lives. Life’s changing realities impact people’s financial condition. We take a sensible approach when advising on financial matters. As part of ongoing dialogue, we often ask “what if” questions, seeking to improve preparedness for life’s risks and uncertainties. 

Life events and circumstances sometimes happen without warning. Many of these situations have financial consequences as well. Sometimes we receive good news and golden opportunities, other times we are met with challenges and hardships. Some episodes are major, some are not. Some examples include: childbirth, death, accidents, job change, career bonuses, retirement, health changes, marriage, living accommodation changes, educational expenses and business ownership situations. 

At such times, we are there to assist and support. We work with clients to strategize and respond, within the context of their individual financial dynamic.* We help clients face the inevitable trade-offs involved in financial decision making. The role we play differs based on the situation. Sometimes our involvement is simply acting as a sounding board for them. The bottom line is we are there for clients when needed, with the singular intention of making their lives easier.

*Securities and advisory services are offered through United Planners.