Services
Personal Financial Planning
As an independent financial advisor, we offer many different solutions to help you meet your goals and assess your needs. The process of creating an individual financial plan is a comprehensive process that involves the review and analysis of your current financial situation along with defining your goals for the future.
Wealth Management
Through a consultative process, we gather information about our wealth management clients on a personal basis, and then tailor our strategy to your specific needs and goals. This advisory service takes a broad view of various types of financial and investment advice, accounting and tax services, as well as legal and estate planning. This process can be overwhelming, and it is our mission to help guide you to help make those important decisions.
Risk Management and Tax Strategy
Tax strategy is a major component of any financial plan, so our recommendations are tied to finding new opportunities to manage your taxes and help grow your wealth in the most effective way for your situation.
Brokerage and Investment
Our broker-dealer has an agreement with Fidelity’s clearing firm National Financial Services LLC (NFS) in which they provides trade execution, clearing, and other related services for your brokerage account.
The custodian is a critical factor to consider when selecting your money manager, since it helps determine the level of service, support, and protection you can expect your financial advisor to provide you.
The strength and reputation associated with Fidelity Investments is one of the many reasons we are pleased to be working with National Financial Services LLC.
Riskalyze Questionnaire
Everybody looks at risk and reward in the context of their own personal financial position. We all interpret risk differently, based on our varying life experiences and financial position.
Riskalyze is a program modeled after Prospect Theory, an academic framework that won the Nobel Prize in Economics in 2002. It incorporates psychology into economic models and examines aversion to risk through a behavioral lens. Decades of academic research is empowering better decision making today.
eMoney
Advisor
We offer our clients access to emX from eMoney Advisor. This tool is the most advanced planning and practice management tool in the finance industry.
emX will help organize your financial life with your own digital wealth management portal. Our clients have access to all of their personal financial information, updated daily, and can access the information from wherever they are and on any device they choose.