We are proud to be one of the first fee-only wealth management firms to offer our services to young professionals who may not otherwise have accumulated the investment assets necessary to attract the attention of our competitors. Our technological resources and strategic business partnerships enable us to provide a level of service and customization previously reserved for more affluent and established clients. We are committed to growing with our clients by ensuring you get off to a good start from the very beginning of your financial journey. As a client of our firm, you can expect:
- A comprehensive financial plan to highlight essential first steps to achieving your goals.
- Online access to your plan for you to review at any time.
- Review of employer-provided benefits for insurance, retirement savings and flex plans.
- Investment recommendations for your employer-sponsored retirement plan, IRAs as well as your personal investments.
- Two check-up meetings per year, either in person or online via conference calls or video.
- Unlimited email and phone support between scheduled meetings.