Our Philosophy

In today's complicated world of financial choices, many individuals need help from trusted and knowledgeable financial professionals. At Back Cove Financial, we help you develop financial goals that reflect the practical realities of your debts, assets, income and investments.

Through our holistic approach to wealth management, we assess what is reasonable for your immediate situation and establish an attainable plan of action. Combining our experience with common sense, we help you sift through the complicated financial maze and assist you in making the right choices for your particular circumstances. We are able to offer our clients services, including investment management, retirement planning, insurance planning, budgeting and cash flow analysis, and tax and estate planning.