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Services

We are financial coaches and life planners.

We spend a lot of time talking with our clients about more than just their asset allocation and customized stock portfolios. Our team of experts can help you answer any financial question, and we care about every area of your life.

Financial Planning

We go to great length to get to you and understand all aspect of your financial situation, needs and life goals. Strategic planning is an integral part of everything we do.

Asset Management

As an independent advisory firm partnered with Schwab Institutional, we are able to provide and extensive array of research and investment choices. With diligent management and customized asset allocations, your investment account is tailored to fit your individual needs.

Retirement Services

We evaluate strategies and account providers on a continuing basis to customize our approach for individual and corporate plans. Our Partnership with Schwab Institutional allows us to custody IRAs and corporate retirement plans with the most competitive investments.

Life Planning

We understand how sometimes life gets in the way of your financial plans and alters your goals and financial strategies. From private placements to trust accounts and planned giving, we want to be your trusted resource to help you plan for the best but be prepared for the unexpected.

Because we invest in long-term relationships, we’ll be around to help you set up a SEP or advise on corporate cash management. We can coordinate bill payments for your aging parents or help you teach your kids how to balance a checkbook.

That’s all in a day’s work at our Community Family Office™.

Everyone has a Visionary Horizon
Let us help you achieve yours.

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