Our mission is to be the most trusted comprehensive financial planning firm, providing the highest quality ideas, and seamless implementation of advice. While life provides moving targets, we aim to build trust through clarity and education, helping our clients navigate life’s changes. Our service mindset of giving back to our communities, organizations, families, and clients sets us apart. Our methods are data-driven, yet easy to understand, so that our clients feel empowered to make good decisions with confidence.
Our clients are smart, but willing to learn. They are driven and successful individuals, who care about their families, communities, employees, and themselves. A shared belief of personalized advice, patience, and a drive to meet goals is what brings us together. Success and a high standard of living are at the forefront of their minds, and they are looking to improve their future. We love the challenge of exceeding their expectations!
Balancing career, family, college, debt, taxes, inheritance, planning for a stress-free retirement, and protecting against what-ifs along the way.
Providing clarity around withdrawals, taxes, investments, Social Security, and healthcare, so you can enjoy the retirement you worked so hard for.
Business Owners & Executives
Creating opportunities for your families, partners, and employees through unique ideas and seamless implementation.
Families & Young Professionals 30's-40's
Getting serious about college savings, retirement, student loan reduction, home purchase, and investing, while avoiding critical mistakes and what-ifs that could derail it all.
What We Do
Establish Relationship, Goals, & Objectives
Let's answer two questions; do you need and/or want a financial planner? If so, are we the right fit?
Gather Info & Analyze Current Financial Situation
We marry the qualitative information with the quantitative information to paint the picture of you and your financial behaviors.
Develop, Test, & Present Recommendations
We'll walk you through our recommendations step-by-step to put you on track to accomplish your goals.
Review Recommendations & Implement Plan
Once you fully understand and have as much confidence in the plan as we do, we will help guide it's execution*.
Monitor, Track Progress, & Adjust as Needed
Your success depends on maintaining forward momentum and a clear ongoing plan.
Ongoing Relationship & Accountability
We believe in ongoing service and accountability to produce the results you planned for.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
Be precise. A lack of precision is dangerous when the margin of error is small. -
By concentrating on precision, one arrives at technique, but by concentrating on technique one does not arrive at precision.
In football as in watchmaking, talent and elegance mean nothing without rigor and precision.
I do not pretend to start with precise questions. I do not think you can start with anything precise. You have to achieve such precision as you can, as you go along.
For me, being able to go anywhere you want, with an element of precision and control, has been the goal.
ResourcesYou'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
15 Reads Way, Suite 210
New Castle, DE 19720
Fax: (302) 325-3659
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