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Our Difference is Our Value

Life Planner

Life Planning, which is the first and most important step to the planning process, is focused on your story.  Our job as Life Planners, is to learn about you and your "Why".  We ask important questions that help you and us understand how you got to today, and what sort of life you want in the future.  Although we plan for tomorrow, we believe that living your best life between now and then is just as important. 

Time is of the essence, so let's strive to live your best life possible with the money you have!

Financial Planner

Our job as your Financial Planner is to answer the questions, "How much is enough?"  and "How do we get there?"

There are 3 types of clients:

1.  Not Enough - Saving less than their lifestyle would require

2.  Too Much - Saving much more than their lifestyle would require

3.  Just Right -  Saving the right amount for their anticipated lifestyle

We will use our 20 years of financial planning experience and our sophisticated financial planning software to meet you wherever you are in your journey and advise you on the best path forward.

Financial Advisor

Our job as your Financial Advisor is to use the best tools to make your financial plan and life plan a reality.

Our bag of tools:

Investments

Asset Allocation

Risk Assessment

Retirement Plans

Pensions

Protection

Insurances

Tax Planning

Risk Assessment

Income maximization

Social Security maximization

...and many more!


Life-Centered Financial Planning & Investment Management

Many financial advisors focus almost exclusively on the third column, your financial assets, what you have and where it is invested.  Our approach is different.  The focus is on you.  Before we talk numbers and investment strategies, we want to understand your story, experiences with financial issues, your present situation and your future considerations.  Our primary concern is on a more important matter, your "Return on Life".  

Return on Life asks, "Are you getting the best life possible with the money you have?"

Return on Life 

Our Return on Life process to financial services is a powerful and comprehensive approach. 

Together we will explore and clearly define what is important to you and your family so we can help you enjoy life your way. 

We will help you plan, invest, be prepared for life's important transitions, and use your money in a way that improves your life and provides peace of mind and confidence.

Take a peek at the first step we take with our clients by taking our Return on Life Index below.



What is YOUR Return on Life?


Take our free 5-minute assessment to get your instant Return on Life score and report.

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