Individuals and Families

Individuals and Families

Every family has its own goals, values and challenges. Regardless of what they may be, we’re here for you. From the day you first meet with us, you’ll see that we’re different in how we do things.

You’ll notice that before looking at any number, account statement or spreadsheet, we care about getting to know you first. We’ll ask you things like: Where are you now? How did you get here? What are you trying to achieve? Who are the most important people in your life?

You’ll also notice that we speak in your language, not in “Wall Street-ese.” Our materials are clear and understandable – we dislike fine print as much as you do.

Most importantly, our services reflect our dedication to helping you Live Financially Confident.

Below are some of the services we provide. If you think we can help you with something not listed here, please drop us a line. We’ll be happy to answer any question you may have.

Our Services for Individuals and Families Include:

Big-Picture Financial Planning

Our advice is centered around many aspects of your life, financial and otherwise.

Goals-Based Financial Planning

Each goal is different. That’s why we help you develop, implement and monitor solutions for them.

Tax-aware Portfolio Management

We utilize tax-efficient, no-load, low-cost investment vehicles to design a portfolio tailored to your unique goals.

Retirement Income Planning

We help you implement a safe retirement income strategy that considers longevity, tax impact and the variability of returns.

Social Security Optimization

We help you maximize your benefits according to your specific situation.

Education Planning

We develop a savings plan and a cash-flow analysis to optimize the amount, funding vehicles and tax impact of saving for college.

Charitable Giving Planning

We help you develop and implement tax-friendly giving strategies to support the organizations you care about most.

Collaborative Services:

Estate Planning

We collaborate with your attorney to craft your Estate Plan and provide support with its implementation.

Risk Management

We collaborate with insurance professionals to review your risk inventory and align your policies with your overall plan.

Tax Planning

Tax planning is a year-round process. We collaborate with your accountant to ensure that you don’t pay more taxes than necessary.


Are you ready to Live Financially Confident? Call us at (915) 544-6950 or complete the form below to contact one of our experienced financial advisors.