Team

Today, more than ever, Certified Financial Planners are an essential partner in financial planning. Read more about the benefits of working with a CFP® professionals here.

Mark J. Grenader,
JD,CPA*/PFS℠

Senior Financial Planner

Traci Diedrich

Operations and Client Relationship Manager

Four Last Minute Ways to Save Taxes in 2018

November 30, 2018

If you’re unhappy about the taxes you’ll pay come April 15th, check out our latest blog for four possible ways to cut your taxes in 2018. But don’t delay—you have to act before year-end!

Avoiding Financial Exploitation of Vulnerable Adults

October 30, 2018

You've heard the horror stories. Perhaps you know someone who's been impacted. You think you're prepared to avoid it--but you're fearful it might possibly happen to you. "It" is being exploited. Being taken advantage of. Being scammed...

How and Why We Invest the Way We Do

September 30, 2018

Portfolio interest intensifies during market extremes. Your account balance hits new highs: you enjoy the "rush of feeling flush." The opposite occurs: you dread the "pain of no gain." We explain our investment philosophy below.

Download Our Latest Whitepaper

9 Investment Pitfalls

High Net-Worth Investors Should Avoid

Few words better characterize today’s financial markets than uncertainty. We believe investors need to adjust their expectations in order to adapt to the road ahead. It seems to be the nature of today’s markets to subject investors to price fluctuations and confusing global events that test emotional fortitude at every turn.

In order to help our clients chart a course in uncertain waters, we’ve compiled a list of critical mistakes investors should avoid.

Download Today!

Team

John Goott,
CFP®, AIF®

Daniel Goott,
CFP®, CIMA®

Doug Garrison, CFP®, MBA

Mark J. Grenader,
JD,CPA*/PFS℠

Jonathan Salvato, CRPC®

Charles McRae,
CFP®

Julie Banda

Traci Diedrich

Candice Frank

Sue Goott

Office:	713.622.9111
Fax:	713.993.0253