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Services for Individuals

Our service model is designed to support the Mission: Personalized service, education, and trusted advice delivered with integrity.

Welcome to fully integrated Goals Based Planning. First, we develop easy to understand goals and objectives. Next, we monitor and measure performance against those goals, select appropriate investments, or utilize existing assets. Our fees for these services are customized to each situation.

Full integration: Imagine having your professionally developed financial plan updated every day with all of your account balances automatically. Together we can look at your plan and make changes which immediately take effect so we can more effectively allocate assets and plan strategy. Goals based planning is easier to understand and therefore more meaningful to you.