Here is a list of our most frequently asked questions. Don't see your question answered here? Contact us with any questions you may have!
Yes, and our philosophy is that any of the three advisors can also help you at any time.
Our management agreement does not lock you into any long-term contract. We have many clients we have worked with for years; we believe this is due to the results we have achieved for them.
Yes, we act in the best interest of our clients. We always have, we always will.
Our first task is to listen to our clients carefully and learn what is most important to them: retirement, children’s education, second home, etc. - and we learn what resources they have available. Then we outline how they can reach those goals.
Clients recognize that they are on a productive plan to financial security and they feel good!
It depends on several factors such as what type of accounts you have and whether you itemize deductions. If you prepare your own income taxes we can help you determine deductibility; otherwise your CPA will know.
A certified financial planner earns the initials CFP by completing a course covering six or more areas of financial discipline. Louise earned this certification in the 1980's. CFA (Chartered Financial Analyst) and CLU (Chartered Life Underwriter) means that person has a certification from taking courses in areas such as insurance, taxes, trusts, risk analysis, portfolio management, etc.