Your Financial Caddy

Comprehensive Road Map for Your Financial Future

We work hard to create a plan that helps you pursue your financial goals and then we periodically monitor the plan with you to ensure you stay on track. As life events occur, we help update the plan so that you can remain on course. We are available for a fee only financial plan or are available to provide financial planning together with investment management services.

Investment Management for Families and Small Businesses

Our firm partners with Institutional Investment Advisory Firms to manage multiple investment strategies varying in risk/return composition. We spend considerable time with our clients to understand their investment goals, time horizon, and risk tolerance so that they can select a suitable investment strategy. To document the investment program, we provide a written Investment Policy Statement that details the return objective, investment risks, portfolio constraints, and asset allocation targets. Clients are provided timely account information and we welcome ongoing dialogue with our clients to help them keep abreast of changing market conditions.

Retirement Plan, Design and Implementation

We understand the desire of small businesses to provide competitive employee benefits. Our firm will analyze existing plans including investment selection, fiduciary responsibilities and plan expenses. We seek to offer cost-effective retirement plans with all of the bells-and-whistles offered by large companies.

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