01. Our Mission: To provide financial advice for life.

Through the stages of wealth accumulation, retirement income distribution, and family legacy planning, we create lifetime relationships with our clients and their families based upon genuine care, clear communication, and mutual commitment.

02. Financial Advice for Life.

Many of our clients have been with us for over a decade – some even going on two. That's because we provide Financial Advice for Life. “For Life” means we create lifetime relationships with our clients and their families. “For Life” also means that we provide financial advice for all aspects of life.

03. Our Value Proposition: Financial Decisions. Wealth Planning. Investment Management.

It is our pleasure to help our clients through important financial decisions as they arise, with wealth and retirement planning, and investment management. 

Our Services

 

Investment Management

We are an independent firm. Independence allows us to manage your investments without pressure or influence from any particular financial entity. We do not work for a bank, insurance company, or other investment corporation, so there are no proprietary products to push nor are there sales quotas to...
 

Retirement Income Planning

Whether you are ready to retire now or are looking forward to retirement in the future, these are some of the common questions we can help you answer: Can I afford to retire now? If not, when? What should I do with my retirement accounts? Can you help me with my social security options? How will I...
 

Wealth Planning

Wealth planning is based on the idea that even small changes can yield large gains in your family's lifetime finances. Some of the common questions that we hear are: What strategies am I not thinking of to enhance and protect my wealth? Can you help me keep up with changing laws? What are my long...

Meet Our Team

Our Team

our team

We manage assets for individuals and families, providing investment management, and financial planning services.

Hot off the Press!

Who is a Fiduciary? More importantly, When?

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author |
Categories
Retirement
“Are you a Fiduciary?” asked a prospective new client the other day. It’s a question that comes up every so often, usually by someone looking for a new advisor. They understand that a fiduciary is obligated to act in the best interest of a client rather than merely offer or sell a financial product that is “suitable” for that person. Best interest versus suitable can result in two very different outcomes, so it’s a valid question. The follow-up though, should be “When are you a fiduciary?”

Finding My Focus

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author |
Categories
Women
This year, I was not only thrilled when I received the news that I had again qualified, but absolutely honored when I was asked by LPL’s Executive Team to be one of three advisors to speak at the opening general session at the Fairmont in San Francisco, CA. Our subject was Finding Focus, Building Your Ultimate Practice. I reflected on my career as an advisor to prepare.