Offering a fee-based service allows us to be committed to our clients’ best interests & beliefs. We strive to always work in your, our clients’, best interest. Our commitment to you is based on our commitment to ourselves, our families, our community, and our environment. We are committed to providing you with a sound Financial Planning Process based on your Goals. We establish a relationship built on you and your family, and gather information based on your goals and objectives. We analyze your current financial positions, income and other investments. We simultaneously advise and make recommendations based on your goals, objectives, and lifestyle. We implement the plan and oversee and modify your investments based on your continued goals and objectives taking into consideration changes in your life and your needs.
As families rooted in the local community we are committed to supporting it. Both as a company and as individuals we support the arts, education, local events, and alternative transportation in Ithaca and the surrounding areas. We regularly give to local non-profits and causes, and serve on many local boards so that we may give back both financially as well as with our skills and our time. To encourage employee engagement we provide our employees with paid time off to volunteer at local charities and causes that they believe in. As a Certified B Corp we identify with and strive to support other companies that are committed to using business as a positive change agent in our communities. We welcome our clients in helping identify community agents that can use our support and ways that we can be a better company. We look forward to having your voice in making our community a better place.