The philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
As a firm, the focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to be proactive and knowledgeable in the financial industry. Mr. Howard is committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation. He averages more than 15 hours of classes every year.