Jeff Metz, CFP^®

My observation is that the highest degree of client success and life satisfaction results from having an ongoing engagement with a financial advisor. We create a safe environment for communication free of conflicts to promote supportive conversations. Our discovery focuses on what is important to the client and what provides meaning in their lives. With counseling, clients can improve their financial decision making together. The client experience is enhanced with our emphasis on communication and regular meetings. Our team of credentialed professionals provides the technical support that complements my individual counseling on key decisions related to estate distribution, current and lifelong lifestyle support, investment management, and income tax minimization for an individual, couples, and multi-generational families.

Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate Planning, Getting Divorced, Life Planning, Retirement, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances