Financial Planning
As your financial advisor*, we know that you make decisions every day that have financial implications. Further, we know that these decisions are made based on your values and experiences as well as your hopes and dreams. So we try to avoid conversations that are ‘strictly financial’ because that is not how decisions are made. Our financial services include (Click on each service to view more details):
- INVESTMENT MANAGEMENT *
- CASHFLOW AND DEBT MANAGEMENT
- FAMILY RISK MANAGEMENT
- RETIREMENT PLANNING *
- EDUCATION PLANNING *
- LEGACY PLANNING
- BUSINESS PLANNING
- SPECIAL SITUATIONS PLANNING
Our personal approach helps ensure that we identify the recommendations and options that most clearly align to your values, current finances, short-term needs and long-term goals.
*These services are offered by Sarah Reames through her affiliation with Cambridge Investment ResearchYour Future
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.