Community Family Office

VALUE PROPOSITION

We are pleased to introduce our Community Family Office® which encompasses a holistic and personal approach to helping families and businesses manage not just money, but their financial and personal lives through our branded, innovative processes, products and services, and our client resource guide.

Services provided include:

  • Financial Planning
  • Asset Management partnered with Charles Schwab
  • Retirement Services
  • Life Planning

OUR FOCUS

We hope to make a difference in people’s lives by clarifying and prioritizing all of the financial issues surrounding us in our community, our region and the world today.  We stand ready to help our clients prepare for, and deal with every financial issue, foreseen and unforeseen, as they develop throughout their lives.  Our focus is based on finding a better way to do things, today and tomorrow, which will continually have a lasting impact, and help our clients reach their Visionary Horizon.

Broker Check   ›   brokercheck.finra.org