FINANCIAL GPS

Your Personalized Financial GPS

We’ve been completing our in-depth financial planning process, which we call your Financial GPS, with clients since 2004. It’s a collaborative experience with clients to help us align your financial resources with your goals. Through conversation and evaluation, we discover what you want your wealth to accomplish beyond a comfortable retirement, and then we design a plan to set you on the path toward those objectives.


Let's Talk About Risk

Let's Talk About Risk

Much of our planning process includes conversations about risk. While some financial advisors focus on how much risk you can take in order to build wealth, we take a different approach. We think about how to minimize risk while still moving you closer to your goals. It’s about how much risk you’re comfortable taking without exposing you to unnecessary risk in your investments.

Giving Objective Guidance

As an independent financial advisor, Don is dedicated to providing objective financial advice. He also has access to a wide range of investment options and is not obligated to use a firm’s proprietary products. This allows him to fully customize a client’s investment portfolio with the investments that will help support their goals. He carefully considers the asset allocation, tax implications and cost-effectiveness when designing each client’s portfolio.


Managing Detours

Managing Detours

As things come up that might require a detour on your financial plan – changes in job, health, marriage – we revise your path to incorporate your new needs. We continually monitor your Financial GPS to evaluate your progress toward your goals and whether we need to adjust your spending, saving or investments to get you back on track.

Comprehensive Planning

Comprehensive Planning

Because your financial life encompasses more than just investments, we offer a wide range of services to address your needs. Click the image below to see the value of our wealth management services.

Learn more

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There can be no guarantee that strategies promoted will be successful and no guarantee of positive results. Your results will vary.