Humans not robots

The distinctive quality of our service is human-powered investment strategy and planning geared to your unique circumstances.
 

Why we’re different than “robo” advisors

Online programs don’t understand your goals and dreams.  They don’t understand that you have financial goals outside of retirement income.  They don’t understand your family, your values, your dreams.  They don’t understand financial tradeoffs, your past or your future picture.  And they don’t understand fear when the markets are volatile.  We do. 

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Things a Robo won’t help you with:

  • The best way to pay for a new car or home improvement
  • The most tax efficient way to take income in retirement
  • How to craft your estate to meet your legacy intent
  • How to stay calm when the markets aren’t
  • How to avoid unnecessary taxation
  • How to simultaneously juggle competing financial demands – daily expenses, college funding, student debt paydown, new home purchase, and retirement savings.
  • The best charitable giving strategies
  • How to protect your family’s assets
  • Whether to hold onto a pension or take a lump sum payout
  • Empathy when a crisis occurs in your life
  • How to overcome the fear of running out

Robo hands are cold to hold.  Ours aren’t.

Meet with a Human