We are Justabout your goals.
Financial planning is the key to our investment management process. It is extremely important for our clients to know what their goals are before deciding how to invest their money. Our clients have many very diverse goals – whether they want to plan for retirement, save for education, buy a new or second house in the future, take the trip of a lifetime, buy a sailboat, and/or many others. We create the roadmap to help them get there.
We look at all aspects of our clients’ financial lives as part of the process – budgeting, investments, risk management / insurance, taxes, estate planning, and charitable giving. If people fail in any of these areas, it can have a major negative impact on the achievement of their financial goals.