Individuals & Families

Would you like to feel financially secure? Did you know that your investments can make you money AND make a better world? Whether it is aligning your investments with your values, sorting out a life transition, dealing with an inheritance, planning for retirement, or saving for a child’s college education, we take the time to get to know your needs and goals, establish a plan of action, and ensure that you keep on track.

  • Life Goals and Needs Assessment

  • Cash Flow Analysis

  • Tax Planning

  • Estate Planning

  • Life Insurance & Long-term Care Insurance

  • Investment Analysis & Recommendations

  • Sustainable Investing for Socially Conscious Investors

  • Plan Implementation

  • Ongoing Monitoring and Annual Reviews

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