FIRST... verify 3 critical elements of TRUST!

1.   A fiduciary advisor who isn’t also a commissioned sales rep.
2.   An independent firm that isn't paid to promote certain investments.
3.   Financial expertise from actual financial experts.

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Personal Financial Planning: (retirement, tax, estate and investment advice)

Private Wealth Management: (financial plan + expert investment management)

Family Office FinancialTeam: (comprehensive services for multi-generational wealth) 

______________________________________________________________________________ 

No sales pitches.      No rookies.      No divided loyalties.

There is simply no reason to pay more or settle for less. 

<p>The Value Of<p>True Objectivity

The Value Of

True Objectivity

As Independent, Fee-Only Fiduciaries, our judgment is never clouded by sales incentives and our loyalties are never divided by a corporate profit agenda.

<p>The Value Of<p>True Expertise

The Value Of

True Expertise

Our FinancialTeam advisors have advanced educations, expert certifications and decades of experience in their specialized fields of expertise.

<p>Comprehensive<p>Financial Planning

Comprehensive

Financial Planning

Wholistic financial guidance from an experienced, Fee-Only Certified Financial Planner® and 24/7 access to your Personal Financial Website.

<p>Investment<p>Management

Investment

Management

Professional management of your investment portfolio with a continuous, proactive focus on minimizing unnecessary risks, taxes and expenses.

<p>Strategic<p>Tax Planning

Strategic

Tax Planning

Ongoing analysis of your tax planning  opportunities, routine collaboration with your financial advisors, and an efficiency review of your annual income tax return.

<p>Advanced Trust &<p>Estate Planning

Advanced Trust &

Estate Planning

Expert planning for the efficient transfer of your estate and continued assistance to help survivors implement your legacy objectives after you're gone.

See How We Would Approach
Your Financial Goals
 
Why Hire Us?

See what you can expect from our expert Private Wealth Management services.

 
How Risky Is Your Portfolio?

A Nobel Prize-winning risk analysis helps engineer an investment portfolio to achieve your goals with a 95% probability range.

 
Cutting Edge Technology

See our amazing tools for organizing your finances, collaborating with your advisors and monitoring your results.

Stay connected with your

Personal Financial Website

Constantly updated values of everything you own and interactive tools to monitor cash flows and analyze progress,
plus a secured, private document vault for everything you (and your heirs) may need at a moment's notice,
available on-line, 24/7 from anywhere in the world that has an internet connection.
 
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blog
12/2/2024
Holiday Shopper's Beware: Not all on-line “bargains” are actual bargains

It’s that jubilant holiday shopping season again, and along with greetings of peace and joy, we wish you the very best of luck avoiding the countless scammers that await you on-line. Let’s look at a few of the big retail platforms and the sneaky tactics you may encounter over the holiday shopping season. Read More

blog
10/25/2024
Beyond the Basics: Estate Planning Mistakes Part 3

Beyond the Basics: Estate Planning Mistakes Part 3: Real life examples of what not to do. Read More

blog
10/17/2024
Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets

Today’s guest is Marko Papic, Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network and custom research, having founded BCA’s Geopolitical Strategy service. His book, Geopolitical Alpha, presents a framework for predicting investment outcomes. Previously, Marko was a Partner and Chief Strategist at Clocktower Group, advising institutional investors. His work is included in the CAIA curriculum and The Palgrave Handbook of Contemporary Geopolitics. Starting as a Senior Analyst at Stratfor, he has lectured at Stanford and Georgetown. Marko holds advanced degrees from the University of Texas and UBC. Read More

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