At R.D. Mushen & Associates we believe that along with an exceptional client service experience, the best way to advise clients is to develop a holistic financial plan and wealth management strategy. By taking the time to plan properly we help clients take action towards accumulating, preserving, enjoying and distributing their wealth.
Our depth of experience coupled with current technology allows us to develop strategic plans that address client's needs in the context of their entire financial picture. After evaluating each client's individual financial position, we work with them to prioritize goals and determine a plan to help them take action towards achieving them. Over time we review the progress made and systematically make adjustments to the strategy reflecting personal, economic, and tax law changes. We use this strategy of financial planning to help clients adapt to their changing needs and towards successfully fulfilling their personal and financial goals.