Jeff Secord, CFP® and Sean Craig provide comprehensive personal financial planning and investment management services for individuals and their families.
In our time, many people have more money than they ever dreamed of but still find themselves faced with a complex global investment environment, intrusive tax system, and a paramount need to preserve wealth for themselves, families and communities.
Our mission is to create and maintain wealth for our clients through long term effective asset management. We achieve this by aligning each client's personal goals and risk tolerance. We build our client relationships on trust, competent professional advice, continual communication, and prompt personal service. We assist our clients in setting financial goals, monitoring these goals, and keep them informed on the progress and achievement of these goals.
Our success is based on our avid commitment to both service and research. We have equipped our business with the most advanced technology available in the financial service industry in order to utilize our capabilities to the fullest. These investments in our business have allowed us to give our clients the intensely personalized asset analysis, allocation, and investment service.
Our affiliation with Investment Planners, Inc. and IPI Wealth Management gives us a great back- office team who is comprised of top professionals to collaborate with and access the best platforms in the financial services industry.
Please, do not hesitate to contact our office for a complimentary preliminary evaluation.
"Most people don't plan to fail: they fail to plan." John L. Beckley
“I’m not so smart. I just stay with the question longer.” Albert Einstein
"Make your next move an excellent move !" Jeff Secord