Sure! Just like you could do your own landscaping, or change your own oil. But sometimes, it’s easier to let someone else handle it for you – especially if you’re a busy person, or if you have a complicated financial situation.
We have expertise in financial planning, investment management and retirement income planning, and we’re here to help you not only plan your finances, but to identify what makes you happy, and to build your goals and your life around that happiness. We’ve received training from psychologists and coaches so that we can assist our clients in this task, so that is something you won’t find from a DIY app or website.
We also offer multiple financial services under one roof, from planning and investment management, to tax services through Diversified tax and a network of professionals such as attorneys and mortgage specialists. We’re here to help save you time by providing you with a convenient way to manage your financial life in one location.