In our experience, many Americans – even those with decent-paying jobs – don’t have a plan for their financial future. The assumption is that if you work hard and put in your time, you will eventually be able to retire. We choose to debunk that notion. Retirement means nothing until, and unless, you choose to define it. The purpose behind its conception was to bring financial planning to “the people who made America work,” by actively choosing to help clients strive to create wealth, as opposed to chasing it. Our approach is collaborative, team-based, and relies upon a deep knowledge of the market segments in which we’ve chosen to specialize.