Fiduciary financial consultants assist their clientele to wisely invest, insure and plan while avoiding pitfalls of taxes, lawsuits, early termination/lay offs, disability, long-term care events, and not outliving their retirement savings. Using our Loop system, I take a truly holistic approach assisting clients in all aspects of their financial life. I start with building a foundation, extracting the potential out of each earning phase with ethical investment recommendations and following that by carrying through the estate planning process in its ENTIRETY. Our firm also prepares client tax returns as we believe it is important for one's wealth manager/financial adviser to be annually up