Experience Makes all the difference
We help our clients achieve their financial goals and avoid financial disasters. Throughout the process, our team is actively engaged and takes a hands-on approach, enabling us to understand your current situation and anticipate your needs. We know the critical questions to ask and we listen closely to what you say.
We employ a detailed process which includes understanding you, your family and your goals, evaluating your current financial situation, identifying risks to your financial security, collaborating with your attorney, CPA, trustee and insurance consultant, developing financial projections, evaluating your income and estate tax situations and providing specific recommendations designed to help you reach your goals. We also regularly review your situation and outside influences to determine if changes in your plan are warranted.
Matthew Frederick
Senior Vice President - Wealth Management
Financial Advisor
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402-328-4534