VERDANT

We are people who believe in the power of a strategic plan. As financial planners we create, implement and monitor plans on a daily basis, but we also believe that each plan needs a purpose. Creating a financial plan helps you see the big picture, set short and long-term goals, and really understand how to work toward those goals in manageable ways. People often tell us that planning is on their long ‘to-do' list, but it gets pushed aside for family and career commitments. We want to bring peace of mind to your planning with our collaborative and highly trained planners... We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information... We have an individualized, systematic process. We want to understand who is important to you and where you are..