When a prospective client contacts us, their immediate need is to have someone manage their money. That’s important, and we think we do that quite well. However, we believe that there is more to your financial life than just managing money.
Over the course of life, you will face many financial issues. The decisions you make in your financial life will have a profound impact upon your life now and/or in retirement. Building a “rainy day fund,” managing debt, carrying life insurance, disability and perhaps long-term care insurance…these are all decisions you make in order to create financial stability and protect your assets. (As well as protecting that most important asset of all: your loved ones.)
Your decisions will either make you money…or cost you dearly.
Many things will happen in life that you can’t anticipate or control, but you do have control over one thing: your decisions. You do control your financial decisions, and we can help. It’s what we do.