At nineteen years of age, Robert lost his father to cancer. A financial advisor came alongside his family and supported and helped them through the difficult transition. This experience inspired Robert to become a financial advisor as he realized how he could utilize his education and financial career path to significantly impact the lives and stories of his clients.
Today, he and his team utilize their vast expertise and deep relationships with clients to help create well-planned financial futures based on defined goals.
With a wealth of experience that has seen a lot of life and the impact decisions have both on the financial and human side, we’re not solely focused on the immediate, but are a trusted partner that knows what that same advice looks like twenty years down the road.
Whether you are an executive approaching retirement, a business owner seeking to sell your business, or a professional building for your future, you have a strategic advisor helping create a vibrant life and assisting through life’s many transitions.
UNDERSTANDING COMES FIRST
We start by understanding our clients through learning about both the objective and subjective.- What do you own and owe?
- How are you saving today?
- What are your values, goals, and dreams?
- Who are key relationships?
- Any family concerns?
- What are your interests and personal preferences?
- What are your charitable desires?
- What is your risk tolerance?
DEVELOPING A PERSONALIZED PLAN
Through a series of working sessions, we develop your personalized plan. As needed, we utilize our network of carefully selected professionals to assist in key financial areas. We have partnerships with professionals in tax planning, estate planning, risk management/insurance, and qualified plan administration and compliance.
FULLY TAILORED AND CUSTOMIZED PORTFOLIO
We design an asset allocation strategy that is fully tailored and customizable to meet the objectives of our clients.
ONGOING STRATEGIC PARTNERSHIP
We are your strategic advisor where money and life matters collide. Whether you are developing a plan for your family’s future, considering the purchase of a home, facing retirement, or determining what your philanthropy or legacy looks like, we are here to help.
