Andy's philosophy is that investments and taxes go hand-in-hand and knowledge of both disciplines is necessary. He also believes that planning for retirement, a child's education, wealth accumulation, or an estate is an ongoing process that needs to be done on a personal level.
That's why we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.
Once we complete the initial process of setting up your investments, it doesn't end there. We'll monitor the progress your money is making. And we'll meet regularly with you to make sure your investments reflect your current life circumstances.
Because we work so closely with you, we tend to think of our clients as our friends. So don't be surprised if you ever get a phone call from us just to say hi.