Financial Planner

Financial Planning

What is a Financial Planner?

We use the financial planning process to help you reach your goals by looking at your total financial picture and giving advice based on your situation and objectives. We make an in-depth review of your financial life including college funding, emergency savings, budgeting, investments, insurance, taxes, legacy gifts and retirement planning. Financial planning is provided on an hourly basis for non-investment management clients. This service is free of charge for our investment management clients.  The first step is the hardest part – Contact Jed to get started now!

Investment Management

We are an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping individuals build sound financial futures with financial planning and investment management. Since we are fee-only, we give advice based on what’s best for you. Fee-only enables you to understand exactly what you are paying for and allows us to develop customized solutions for your complex needs.

Properly managing your investments is arguably the most important piece of your financial future. Our MAAP, Fixed Income and Option Income strategies are tailored to your specific level of risk tolerance.