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Comprehensive, Values-based Financial Planning Services

Financial planning is at the very core of the comprehensive retirement planning services we offer to individuals and families seeking to build, protect and manage wealth over time.

That’s why our approach to financial planning seeks to help you fully assess your current situation, goals and desires by basing your plan on your values.

Your financial advisor works with our Roundtable team to help you recognize and pursue opportunities, minimize taxes, invest more effectively, and achieve a greater understanding of comprehensive financial planning principles.

Critical Elements

  • Education funding/college planning
  • Budgeting
  • Cash flow analysis
  • Savings & emergency funds
  • Large purchase funding
  • Benefits analysis
Our client retention rate speaks for itself. We believe our clients come to us, and stay with us, because of our team-based approach to wealth management.

Average annual retention rate—January 1, 2010, through December 31, 2016—based on client households with assets greater than $100K in our existing offices.