Our Mission
To be indispensable to you and your family, providing Financial Life Planning and a level of service so satisfying that you would never want to be without us
What is Financial Life Planning?
Imagine if you were crystal clear on what you want in life, financially and otherwise. Now imagine knowing the exact next step to make that vision happen, and having someone to hold you accountable to actually following through on your intentions, making adjustments as needed along the way. This is the premise for how we approach Financial Life Planning.
Through an ongoing, deep relationship with you, we are prepared to guide you based not only on tax-smart, research-driven financial strategies, but most notably according to insights specific to you and what’s most important in your life. We are your coach. We are your partner on the journey. And this is why we love what we do.
What is Fiduciary Investment Management?
For clients looking to delegate, we offer Fiduciary Investment Management. “Fiduciary” can simply be defined as an individual that acts on behalf of someone else. It means stepping into your shoes and acting with honesty and integrity to steward your investments based on your best interest, not ours and not a corporation.
In conjunction with our partner Commonwealth Financial, we follow a disciplined, time-tested process with your interests and goals at the center. This means seeking best prices and terms, providing all relevant facts, and transparency in disclosing any conflicts of interest.
The Four Key Pillars of Our Firm
Our philosophy and approach are based on real outcomes we have seen and achieved for ourselves and our clients.
Deep understanding of you and your family.
Before any planning or strategizing begins, we always take time to sit down and discuss as much as we can about you because money touches more than just your investments. From hobbies and interests to weddings and other upcoming life events, we ask questions about every aspect of your life. Our president, Curtis Matlin, is sometimes called “Uncle Curt” by long-time clients and their families because he’s been a part of celebrating graduations, births, and weddings. Curtis and Andrew are often the first people clients call when met with good or bad news, financial or otherwise.
Standard of Care for every client.
Our 127-point Standard of Care is more than a checklist; it is a culmination of more than 25 years of experience partnering with actual families and small business owners. Every item on the list was created from a real client relationship we had. When you work with us, we leave no stone unturned. Even a seemingly “small” item may end up saving you considerable money or protect you from unforeseen events. A well-coordinated financial program leads to the best outcomes.
Ongoing client education.
Dedicated to simplifying the complex, there is no question too big or small when you work with us. Our goal is to transform confusing industry jargon into language you can actually understand. You’ll feel fully equipped to make smart financial decisions that benefit your future. And once you’ve made a decision, we’ll take it from there as you delegate implementation and ongoing monitoring to us, enabling you to spend your own time on other things. We’re here to make your life easier, which is why you’ll also have access to a client-facing portal — so your financial life is in one place.
The independent difference.
Integrity is our top priority. As independent, fee-based advisors, we provide objective advice that is free from parent company influence. We’re not employees of a financial firm and thus are not pressured by corporate interests to use proprietary products or hit sales “quotas.” And just as you have the opportunity to choose your financial professional, we’ve chosen our own independent partner, Commonwealth Financial Network to provide us with industry-leading resources to directly benefit our clients.
How Can We Help You?