Stop Worrying and Start Enjoying , Stop Postponing and Start Prospering, Stop Wondering and Start Living
THE FINANCIAL CLARITY YOU NEED TO LIVE THE GOOD LIFE
Imagine yourself living the good life.
What do you see? How do you feel? The good life is about feeling comfortable to do what makes you happy without letting financial worries get in the way. Without a complete picture of your finances, that can be hard to achieve. Dreams get put on hold while you wonder if you can afford them. Decisions get made but you question whether you made the best choice. The future gets closer and you want to know if you’re on track.
It doesn’t have to be that way. With the financial clarity you gain from working with a TAAG CERTIFIED FINANCIAL PLANNERTM, you’ll be confident that your choices are helping you realize the life you’ve always wanted.
Fee-Only Financial Advice for Every Stage of Life
We’re ready when you are, no matter your age. Our three tiers of service, Wealth Foundations, Wealth Building and Wealth Management, are designed to equip you with the objective advice you need to make your next chapter the best one yet.
Wealth Foundations and Wealth Building clients are often accumulating assets in company retirement plans or businesses and have household incomes in excess of $200,000. Wealth Management clients are typically at or near retirement with investment portfolios of $1MM – $10MM.
We lay the groundwork for the good life in the first 100 days of our relationship. In that time, we’ll work with you to coordinate the individual parts of your financial life and ensure they are all working together toward your most important goals.
Whether it’s understanding how people and money interact or how you can invest for both profit and purpose, we stay on the frontier of financial planning and investment management. We combine our 30 years of experience with the latest techniques and technology so you have exactly what you need to thrive in the modern world of money.
Now more than ever, your time is as precious a resource as your money. That’s why we personally answer the phone when you call, respond to questions the same day and get things done right the first time. Automation and technology are only an enhancement to the remarkable service and attentive support you will come to expect from our team.
Our Caring Team Wants to Hear Your Story
We all have a financial past and present. We are ready to meet you wherever you are in your journey, so we can move together toward your future.
The Latest from Our Financial Planning Blog
Money is power. Money is the root of all evil. Money is freedom. Money is security. Money is complicated. Money can’t buy happiness. If you have used one of these statements before, you may have employed what is known as a money myth. A money myth is an idea we...read more
From Dr. Shlomo Benartzi’s article in Journal Reports: Wealth Management section of the Wall Street Journal on June 10, 2018. Appeared in the June 11, 2018, print edition. Click here for the original article. Dr. Benartzi (@shlomobenartzi) is a professor and...read more
Global equity returns were excellent in 2017. Inflation remained low as central banks like the U.S. Federal Reserve and Bank of England increased borrowing costs only gradually. The economy showed renewed strength in Europe, Japan and many developing nations which...read more