We’re not great at talking “about us” because we spend most of our time talking about what matters to each of our clients and then helping them craft a plan to pursue that. But regardless, there are a few things we should share so that you know who you’re dealing with (or, with whom you’re dealing, if ending with a preposition throws you off).
We help our clients start to believe in what’s possible by providing comprehensive financial plans that are practical, sensible, and serve the only goals that matter: yours. We’ve been doing this for a long time, and what we’ve found along the way is that clients who work with us to build a plan, tend to be the ones who continue to act on that plan – and that’s how results happen. If that sounds like you, maybe we should talk.
Once our clients become clear on their goals and we’ve helped them build a plan, we then have the in-house expertise to support their investment and insurance decisions. Where other solutions may be required, we can introduce you to a selection of professionals so that you choose someone that makes you feel confident and at ease.
Our independent status matters to us, and definitely matters to our clients. It means that our allegiance is to you and your goals. There will be no hidden incentives, backroom deals or product bias; just plans that address your goals, and solutions that serve your plan.
Terrence M. Heafey, CFP®
Ryan F. Kavois, CFP®
Christopher C. Gonzales