We help people simplify the financial and tax issues in their lives and guide them as needed before, during and after some of life’s major events.
Often when a major life event occurs or is impending, you have the least time to dedicate to researching and making financial decisions. Unfortunately, these can be the same times at which these decisions are most urgent, and have the greatest significance. These are also the times when you most need trustworthy advice – not a sales pitch.
– Loss of a parent or spouse
– Starting a new job
– Household budgeting and savings
– College savings plan
– Insurance needs
– Other family financial issues
We do not sell investments so there is no conflict of interest and no sales pressure.