Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Financial Planning
We have the knowledge and experience to help you analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process provides comprehensive planning to determine your goals and circumstances and then to make recommendations for an investment strategy that aligns with your goals, implementation of your investment strategy, and a review of your financial plan to help you stay on track to achieve your financial goals.
Retirement Income Evaluation and Planning
Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task. Managing retirement income is an ongoing exercise in balancing guaranteed sources of income such a Social Security and fluctuating income from your investment portfolio, with living expenses and desired spending levels. Today’s retirees want to know if the assets they have saved for retirement are aligned toward their goals to achieve the lifestyle they desire in their retirement years. Budgeting, spending, and investing habits and strategies should be reviewed and adjusted regularly to help ensure your retirement plan is designed for the long term.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Video Library
Are you prepared for long term care expenses?
Chip discusses why long-term care coverage is so important and the options available.
Will Social Security be around for me?
Chip discusses a question on the minds of many Americans: Will Social Security be around for them?
If I delay claiming Social Security benefits should I still sign up for Medicare at age 65?
In this episode of Chat w/Chip, Chip discusses when to sign up for Medicare if you've decided to delay taking Social Security.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 08, 2024
Investment Implications of Presidential Election Results
Our Investment Strategy Group explores the potential investment implications of the election results and the importance of focusing on long-term investment goals.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.