Investment Management & Planning, LLC

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Description

Our Firm provides comprehensive fee-based wealth management services to corporate executives, professionals, business owners and other affluent clients through Linsco/Private Ledger. We utilize a team approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, income taxes, and retirement. Recommendations are based solely on your specific needs, circumstances and goals. The partners are either Certified Financial Planner licensees or Certified Public Accountants with over thirty years' combined planning and investing experience. All are active members of The Financial Planning Association and other professional organizations. Our Mission is to partner with clients to establish and pursue financial goals through objective planning and management of investment assets. Our purpose is to help build, manage and preserve wealth. We put our clients' interests first, act with integrity and honesty, and strive for excellence in every facet of our practice. Our success is not measured by performance statistics but rather by our clients' success in meeting their goals. Our Clients share in the realization that by coordinating and managing today's financial decisions they can reach their goals for tomorrow. They are individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves. Our clients usually want to simplify their lives, and are willing to enter into a long-term relationship that is mutually beneficial...

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