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Financial Care

Investment Management

Financial Care

Financial Care

Financial care that never quits is no stand-alone service that you shelve in a handy binder upon completion. It's a living process and lifelong relationship. That's why our financial care is a continuum shaped by the following components:

  • Evaluating your unique opportunities and challenges, holdings and obligations, gaps and overlaps across your financial affairs
  • Planning, with a written Investment Policy Statement to document your personalized parameters and guide ongoing decisions in accordance with your goals
  • Implementing your investment plan according to your saving, investing, accumulating, preserving and spending needs
  • Coordinating within and across your taxable and retirement accounts for maximum efficiency
  • Synchronizing among the spectrum of your financial interests, including investments, real estate, insurance, estate planning, college funding, philanthropic goals and more
  • Reevaluating over time to stay on course toward your existing goals and adjust as needed to reflect your life's unfolding circumstances