We work TOGETHER with our clients to manage the risks of TODAY while focusing on pursuing their goals for TOMORROW.
We do this by helping our clients discover and analyze their present pattern of managing risks and conducting their financial affairs.
We then encourage clients to eliminate unhealthy, self-defeating behaviors and embrace a proactive approach to their money.
We accomplish this by working together to formulate a detailed, goal-oriented plan built around the 8 Wealth Management IssuesSM through Frank Douglass and Andrew Sullivan's affiliation with Avantax.
The 8 Wealth Management IssuesSM