1781 Highland Avenue
We pride ourselves on providing a high quality customer service to our clients. Our process is a very hands-on experience where we discuss your vision of financial success, gather information about your current financial situation and develop recommendations appropriate for your specific situation. We then educate you about your options in implementing those recommendations and continue to monitor your progress through formal meetings.
We have invested in the tools to better serve our clients through education, technology and support. Our team is constantly obtaining additional credentials to grow in our financial knowledge and profession so that we can be better equip to provide the best service for you to meet your financial goals. Technology is rapidly changing and we are on the cutting edge of the industry. We use a wealth management platform known as eMoney that allows us to transform the way we talk about planning goals with our clients.
The other part of our process that we utilize with our clients is called LEAP®. LEAP® offers a unique model for managing personal finance that calculates every move. We use The Model for Financial Success™ to blend financial science and visual simplification with a philosophy of protection-savings-growth helping our clients achieve their financial potential.1
When we combine our love for helping and educating our clients about finances with eMoney and LEAP®, we are able to provide a powerful service to our clients that helps set them up to achieve their financial goals.
1 LEAP® and The Model for Financial Success™ are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of the Penn Mutual Life Insurance Company (PML). HTK is a wholly owned subsidiary of PML. eMoney is unaffiliated with HTK, LEAP, and PML. Trademarks belong to their respective owners. It is important to note that the implementation of any strategies provided as a part of LEAP are designed to help find tax inefficiencies and aid one in reaching their financial goals, but no assurance can be made that these goals will in fact be reached. Individual results may vary.
Our Financial Concierge Solution is designed for clients who desire a single source for the creation of a financial plan, and, ultimately, implementation, and management of a holistic financial plan through our firm that integrates and coordinates the recommendations of all new and existing advisors in the areas of investments, insurance, taxation, and estate planning.
Clients who choose the Financial Concierge Solution are provided with a variety of services that may include:
On-demand financial services with priority scheduling and service requests
Macro-management of personal finances, including but not limited to, working with new or existing advisors
Up to 4 annual meetings in person or online with other advisors as needed
Up to 1 family governance meeting per year with important family members and other advisors
Personal financial management website to help organize and monitor personal finances
The Financial Concierge Solution is included at no additional cost for clients as part of our fee-based investment advisory services and where such services are appropriate for and desired by the client.
Our Project Management Solution is designed for clients with specific questions about financial planning topics or products that we can help implement for them.
Clients who choose the Project Management Solution are provided with needs-based financial planning including, but not limited to: