A good financial strategy
is a lot like building a house. You want a good solid foundation.
Following good solid financial planning principals, we determine
where you are within the above diagram. We address the existing
areas which are weak and could be strengthened.
to building your net worth and preserving your estate is the issue of
reducing your tax liabilities.
recognize that other professionals need to be involved in products and/or
services to assist with your goals and objectives. We are not lawyers,
trust officers, bankers, accountants, stock brokers nor funeral directors.
We know that their professional talents form part of the team required in
building solid foundations.