| Financial
Planning: We offer comprehensive financial planning
to individuals, families and businesses. Our goal is to educate clients
and put them in control of their financial future. Life changes often
and your financial plan must be flexible. We have the ability to develop
extremely complex software driven financial planning plan documents;
however, we’ve found that simple works best.
Investment Management:
As a Registered Investment Advisor, we have the ability to offer
a wide range of investment options. We are in the business of providing
objective investment advice. Our
fees are based on a percentage of the assets we manage and are competitive.
We offer institutional class shares of mutual funds, exchange traded
funds, equities and bonds.
Retirement Planning: Most of our clients are
retired or nearing retirement. We coach people through the difficult
choices involved in making the transition to retired life. Retirement
planning is not a science, it’s an art. Every situation is
unique and we will truly listen to help our clients understand the
issues and make informed decisions about their future.
Life Insurance Planning:
Scott Mann is a licensed life and health insurance agent for a
number of top rated companies. He provides our clients expert guidance
in selecting appropriate life insurance coverage. Our clients have
the option of implementing a life insurance plan with Scott, or simply paying for the advice and taking action on the
plan elsewhere. We routinely advise clients regarding term life
insurance and permanent life insurance such as Universal Life or
Whole Life. We work with trust administrators to give guidance on
policies within irrevocable life insurance trusts and provide “inforce”
support.
Estate Planning: How will your assets transfer to the next generation? What will be the tax consequences? As a Certified Financial Planner Professional, Scott can help you sort through the many aspects of estate planning that we all must deal with. Through key relationships with other trusted professionals, we can help you develop and implement a comprehensive plan that includes wills, trusts, power of attorney, and other important documents - as your unique situation dictates.
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