Capital Preservation

Through our advisory services, we emphasize a belief in thorough and thoughtful planning by providing you with detailed analysis utilizing tools such as the Stickney Research Mapper™.

The Mapper™ is a propriety modeling program projecting your current financial situation to a specific age, such as retirement, to show you exactly how much you need to invest today in order to retire in the future. Once retired, it allows us to monitor and adjust your plan to preserve your nest egg.

The Mapper™ is a highly complex software program that produces a simple, easy to understand one page report.

Once we know how much you’ll need in retirement, we can work with you to create a custom plan tailored to your unique situation taking into account your feelings about risk vs. reward. We offer a broad array of non-proprietary financial products to help you achieve your goals, so you never have to worry that you’ll be encouraged to choose one particular product because of a relationship we have with a vendor.

In addition to the Mapper™, our clients enjoy 24/7 access to a simple, secure online platform through our client portal that can be used to manage all of your financial matters.

This secure platform allows you to see all of your assets, private documents, wealth and estate plan, retirement and cash flow accounts. Your accounts are updated daily so with one login, you will have your holistic financial picture at your fingertips and access to all of your key financial information – anytime, anyplace!