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Financial Planning
We invite you to partner with us because our clients are a priceless treasure. We will demonstrate that we care about protecting and preserving our clients’ wealth, but even more, we care about their lives, their families, their daily challenges, joys and sorrows.
It is important to us that you recognize we are a completely independent firm, and are fiduciaries who are free from the conflicts of interest many investors may have experienced with other firms. For example, we do not aggressively market expensive products that don’t necessarily meet client needs, nor do we trade excessively in an attempt to generate commission income. Our clients have come to expect complete transparency and professionalism from us, not salesmanship. The fiduciary obligation is crucial because, as fiduciaries, we are bound by our legal and ethical duty to fulfill that obligation in your best interest.
While we are very proud to be a success and to be recognized in the financial services industry, we respect—and are grateful to—our clients. We understand the value of humility. Not only is it valuable to our success, but it’s also an important virtue and helps us become closer to our clients. We are humbled by our clients’ confidence in us, and for their unconditional support.
The Four Pillars Of Wealth Advisory
Counsel | Relationships | Goal Achievement | Dedication
Our Process
We enjoy working with individuals, family offices, business owners, and corporate executives, among others. In all cases, our skilled and dedicated advisors will guide you through the planning process step-by-step, to ensure you are comfortable with the course of action we recommend. Your advisor will persevere in helping you reach key decisions about your financial future.
The financial plan focuses on client questions about crucial financial and life decisions. In addition to issues about continuing a comfortable lifestyle in retirement, funding college education for children, or buying a second home, our advisors help advise on other financial matters including:
- Determining adequate cash flow for your small business and other issues
- Sufficient insurance for your family in the event of a death or disability
- Best time to begin a charitable giving program or philanthropic activities
- Tax strategies to help defer income
Your financial plan is reviewed and re-evaluated if you experience certain life transitions such as career changes, marriage/divorce, transfer of wealth from an inheritance, caring for elderly parents, and more.
Choose from a single financial plan or fully integrated investment services with a dedicated Lantern advisor.