What Makes Us Different

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Many financial advisors focus only on your investments and not the rest of your life.  

Collaboration with other professionals:  

We believe that doing a great job with your investments is only part of a successful formula. Let’s face it, even if the value of your investments increases over time, if you still lose your assets to taxes, long term care costs, probate, legal difficulties and the like, is the net result really that much better? That’s why we collaborate with highly experienced and knowledgeable attorneys, tax advisors and other financial professionals to bring you the best possible overall collaboration to reach your lifetime goals – and beyond.   

Our Pledge to You: 

1. We will provide you with all the resources available to help you reach your goals. 
2. We will promptly return your phone calls and emails. 
3. We will meet with you annually or more often if necessary to review your situation and address any changes or questions. 
4. We will listen to you.

With Gratitude, 

Jacob Gray