Brightscape financial planning and investment management. Your money / goals.

A truly comprehensive financial plan is much more than investment advice. It is an all-purpose tool that enables planner and client to make better financial decisions because each individual decision is made within the context of the full picture.

As Fee-Only advisors we have access to thousands of no-load and low cost investment products. We are not limited to company-sponsored offerings or sales-driven opportunities.

The result is an unbiased and comprehensive financial plan created by a professional who is committed to acting as a fiduciary in a client-centered relationship.

We prepare your financial plan guided by the truism, "for every action there is a reaction." Your plan will include:

Cash Flow and Taxes
Adequacy of Insurance Coverage
Retirement Income
Estate Planning
Investments - including 401(k) plan assets
Education funding
Other needs specific to you

Using mathematical computer simulations we are able to give you the probability, i.e. 60%, 90%, etc. of achieving your goals and, if necessary, the adjustments to be made to increase that probability to a level you are comfortable with.