Our belief is that our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We have been serving our family, friends and community since 1989. As a father and daughter team, we share the same values and commitment to our clients. We do the right thing for you and never take your trust for granted.
Our team of financial professionals can help you address the eight Wealth Management Issues that affect everyone at some point in their lives :
- Investing Principles and Strategies*
- Retirement Investing and Distribution Strategies*
- Estate Conservation Issues and Legacy Planning
- Risk Management* and Insurance Needs
- Cash Flow and Debt Management
- Educational Planning
- Business Planning
- Special Situations Planning
Therefore, if you have questions such as the following, we can help:
- Can I retire early?*
- Are my investments working hard enough?*
- What’s the best approach for college savings?*
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have assisted many people just like you with similar issues and concerns. We specialize in creating a customized approach that is designed to address your individual situation.
*These services are offered by Robert B. Birett and Robin L. Clay through their affiliation with Avantax.