When we ask our clients what their number one goal in working with us is, they frequently say, "financial independence." Defining that term, and then helping our clients achieve it, is part of the service we provide.

But what does financial independence really mean? Loosely defined, financial independence is the ability to generate an income sufficient for your needs without having to work - or simply having the option to work or not. For many, the goal is to retire at 65 and be financially independent. For others, it is to cut loose at 50 and never work again. Others just want the flexibility to stay home with the kids for a few years and learn to live on one income rather than two.

No matter what your personal goals are, we help you analyze the realities of your financial situation and make recommendations to help put you on the path to where you want to go.