Experience

Professional standards and experience are required of all persons associated with our firm.  We have obtained the following professional designations: CPA, CLU, CFA, ChFC, J.D., CFP, AIF, CFTA and NAPFA fee-only advisor. Staff personnel are required to pursue and attain recognized standards reflective of their individual positions, including: Paralegal or Financial Para Planner. The term Financial Planning Professional denotes a person who is capable and qualified to offer objective, integrated and comprehensive financial advice to or for the benefit of individuals to help them achieve their financial objectives. A financial planning professional must have the ability to provide financial planning services to clients, using the financial planning process covering the basic financial planning subjects which typically include, but are not limited to, financial statement preparation and analysis (including cash flow analysis/planning and budgeting), investment planning (including portfolio design, asset allocation and portfolio management), income tax planning, education planning, risk management, retirement and estate planning.

The central core of our planning capabilities lies in the experience of our professionals, individually and especially as a client-centered team. Our team of “multi-specialty” professionals delivers expert, objective financial services to retiring or retired “self-made” millionaires, business owners, corporate executives, and other high net worth individuals and their families.

Detailed information about the planning professionals and administrative and operations staff members can be reached by clicking here.