Who We Serve

Whether you are a prospective client interested in the services that my firm has offered clients for over 15 years, or an existing client simply checking back to see "what's new", I hope this web-site provides you with the information you are looking for.

My firm's mission is simple: "To provide you with comprehensive and trustworthy advice that empowers you to efficiently utilize your financial resources so that you may live your ideal life." After years of experience we’ve found that we work best with clients that have the following characteristics. Not everyone fits all of these, but many of our clients have quite a few of these qualities.

• Invested Asset Size: Our new clients usually have at least $750,000 of invested assets.
  
• Delegators: Our clients are willing to entrust their financial affairs to others because they recognize that their time is valuable.
  
• Loyal: Our clients value the long-term relationship they establish with Craig DuVarney, CFP.
  
• Realistic: Our clients have realistic expectations when it comes to their investment returns.
  
• Committed: Our clients are committed to achieving their financial goals, while recognizing that those goals will not be achieved instantaneously.
  
• Prudent: Our clients generally live within their means.
  
• Thorough: Our clients are seeking comprehensive financial planning advice, and view Craig DuVarney, CFP as an important member of their “financial team”.
  

Our clients are typically seeking pro-active advice in some of the following areas:

• Goal Setting
  
• Pre-Retirement Planning
  
• Retirement Distribution Planning
  
• Investment Planning: Asset Allocation, Monitoring, Rebalancing & Tax-Management
  
• Tax Planning
  
• Estate Planning
  
• Family & Charitable Gift Planning
  
• Protection Planning
  
• College Planning
  
• Planning due to a Significant Life Event: Recent Marriage or Divorce, Death or Disability of Loved One, Inheritance or Legal Settlement