A Few Words
About Us
Exceptional Service
Practical Financial Advice On Which You Can Count
Mr. Bogdan has been a financial services practitioner since his children were in grade school. He continues to use his education and entrenched analytical skills to the benefits of his clients.
Even though financial planning may appear to be difficult, it is clarity that organization can provide. A review of existing products and statements and categorizing them as to purpose or goal can uncover shortfalls, unnecessary expenses with competing or overlapping products, inefficient taxation, etc.
Our service is uncommon as it spends a lot of time matching existing products to the evolving needs of each client.
For example, the majority of our clients are in the ‘sandwich’ mode- having to provide for children while keeping a watch on their own parents’ health and finances. Three (and maybe four) generations must be in consideration.
Our organizational skills help manage these tasks. Once organized, it is easier to complete college financial aid forms… and way on the other end- help clarify what the grandparents have structured in their estate. It is surprising the errors, omissions or outdated directives we have uncovered in our review processes.
We look forward to provide exceptional service & making better plans for your future.
Fiduciary Services
We Make It Easy For You by doing all the Hard Work
We Listen.
We Gather.
We Work.
We listen to your history, story & goals. We need to know what’s important to you and your family. Whether it’s home ownership, financing educations or creating or leaving a legacy… it’s your story!
We gather financial data. Whether it’s from a stuffed shoe box, a box of file folders or a stack of papers from your kitchen table. This is where we begin. Our financial inventory ‘cheat sheet’ starts the process and keeps us on track.
We work and acquire a financial snapshot, map & review its structure, and make sure financial products are adequate, appropriate, cost effective and goal oriented. This is the basis for further discussions or improvements.
Need Advice?
Continuing education keeps us young… continued practice gives us depth, knowledge and wisdom. Feel free to contact us for advice on many matters financial.
We Do It by the Book.
We refer to the fiduciary standards of financial planning from basic to advanced. By being independent, we can recommend the best product(s) for the right situation(s) from a wide selection of providers.
– It’s how we put things together… that sets us apart. –