Our clients today have a greater responsibility for their financial well-being than in the past as many guaranteed financial benefits such as pension and retiree health care are no longer available to them.
This puts additional emphasis on sound investment planning to meet their financial goals, while addressing risks such as investment volatility, inflation, and longevity. We believe investment decisions should be based on client's time frames and goals with consideration of the priority of these goals. While we do not try to "time the market", we attempt to avoid risks the we feel our clients are not in a position to withstand.
The difference between using investments and financial products that are merely suitable versus identifying those that help you reach your goal is what LifeReach™ is all about.
Because of the abundance of investment options and generalized opinions in the media, the job of wealth management can be overwhelming. We will clarify your situation and integrate the advice you receive from experts in specialized fields. We're independent, not tied to specific providers of financial products, so our recommendations will remain objective and in your best interest. That's what makes our LifeReach™ approach unique in the world of financial planning and investment management.
The first and most important thing about goals is having one. – Geoffrey Abert
Our LifeReach™ principle strives to integrate your most important goals and dreams with the financial details and realities you face. We do this through a long term, consultative relationship and a process designed to identify your unique life goals as well as your current situation and attitudes regarding the variety of options available.
This process brings together financial planning and investment advice in a cohesive way to address your needs over time. Whether you seek a self sufficient retirement, the best available education for your children or grandchildren, to create legacies for your heirs, or institutions you believe in, or any other lifetime goals, the LifeReach™ Principle is designed to provide advice and service that will allow you, our client, to focus your time and energy on those things most important to you. In short, to put you where you want to be.
None of us is as smart as all of us. – Ken Blanchard
To implement the LifeReach™ principle, we call on the experience and expertise of our entire staff. While you will develop a one-on-one relationship with your primary advisor, specialists in key disciplines provide guidance and service to you as needed.