Our goal is to deliver peace of mind to you when it comes to your financial life. As a client of ours, we will work with you to help you understand how you can retire with dignity and see the impact different decisions that you make will have on your financial picture. We can provide answers to your questions from the very specific, such as “Should I make extra payments on my home mortgage?” or the more comprehensive such as “Will I have enough money to be able to retire?” We can analyze your pensions, 401(k) plans, and other qualified plans to ensure that there is not unintentional overlap between the managed and unmanaged portions of your portfolio. Using a plan, we will help you formulate your goals and then show you how you are progressing towards those goals. We believe that our clients who have a financial plan are less worried by the day-to-day market fluctuations because they see the bigger picture and have the confidence that comes from having a plan specifically designed to meet their objectives.