Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Clients I work with have done planning in some capacity before we start. Their planning can be a hodge-podge of investments, insurance, tax advice and/or legal planning--all done by different professionals at varied times of their lives, and with multiple goals.
Clients think they've taken care of the important stuff.When we meet, we take a global approach to their financial lives--not just from a legal, tax or investment perspective--but across the board. This multi-disciplinary process allows us to identify coordination gaps and missed financial planning opportunities.
There is truly a difference between having your planning done, and having it done as well as possible.
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.
As our lives become more challenging and more complex, it's comforting to find an advisor who can cut through the noise to provide actionable advice that can be both elegantly simple to understand, and sophisticated enough to help achieve a secure financial future.
The "S2" in our logo stands for “Simply Sophisticated”. Our mission is to help clients clearly understand key money issues in their lives and to provide guidance and advice to encourage intentional decisions that can lead to a more secure financial future.
The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.