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Our Services

One of our investment objectives is to debunk the myth that such values-based investing leads to compromised financial returns.

We believe you have every right to expect competitive returns financially while using investment vehicles in line with your values.

Client Centered

We provide assistance that is especially designed to match your values and expectations. We are highly trained in helping you link your financial goals with your core values regarding stewardship and social responsibility.

In addition to our in house expertise and service, we have a rich network of relationships with other professionals and professional associations which enables us to draw on a broad spectrum of tools in serving you.

Service Philosophy

Our services are geared to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we aim to establish long and trusted relationships with our clients.

We are committed to providing the highest level of service to the individuals and communities we serve. All of our services are driven by our commitment to meet client needs and goals.

Fees

How we work with clients is driven by what our clients wish to accomplish. Our initial consultation is without fee or obligation. Once we determine your goals, we charge an hourly fee or a planning fee. For clients with assets under management, we have a management fee schedule. Occasionally a commission-based product may be appropriate, particularly for 529 plans, small business retirement plans and certain insurance products. All fees are discussed in full prior to implementation. Preferred aggregate account size minimum: $100,000.

Plans and Services

  • Mutual Funds
  • Annuities
  • Life Insurance
  • Disability Insurance
  • Long-term Care Insurance

Disclaimer: The information provided in this web-site is collected from sources believed to be reliable and I provide no warranty, guarantee, or have liability for its contents. The information to follow is not meant to be investment advice or recommendations, and it is not meant as an offer to buy or sell any security.