Michelle and Rob design, implement and monitor comprehensive financial plans based on a process their father created in 1982; founded on the principle that "Comfort Has Value". Our plans seek to quantify not only the rate of return required to fund your goals; but also the amount of volatility you are comfortable with. We then tailor a portfolio that will allow you to make logical decisions even during emotional markets. While each investor is unique, and every plan includes dozens of different considerations, investors face several similar risks and challenges: Tuition expenses, Special Needs, Long Term Care, Legacy and Estate Planning strategies. We help our clients prepare for each of life's milestones, long before they live them.
We welcome the opportunity to earn your trust.