The staff of the Center of Excellence is committed to the principle of better living through financial planning. Read our “Four-Step Goal Process” and you’ll see what we mean. That is the credo by which we run this site, and all of our financial planning programs.

This site is provided by Deloitte & Touche LLP, subject to the terms and conditions described in our legal notice.

Deloitte & Touche LLP is the third-largest accounting firm in the United States. You can find out more about the Deloitte & Touche LLP by accessing our firm's home page at http://www.dttus.com. The Firm’s home page has information about its business, clients and job opportunities.

This web site is just one of the services provided by Private Client Advisors. Our business is to provide advice and education on personal finance, both to individuals one-on-one, or to groups through seminars. We do not make money on commissions. We do not sell mutual funds or annuities or other investment instruments, so our advice is not geared to particular financial products. What serves our interests best is giving straightforward advice to our clients – advice that is understandable, and prepares them to tackle the challenge of planning their financial futures.

The old web cliché is that any decent site is constantly under construction, and though you will not see cute yellow “Under Construction” signs here, our aim is to listen to this site’s users and continuously review what we do here. So speak up. If you see something you like, tell us and we will try to give you more. If you see something you don’t like, we’ll do our best to accommodate you. Register as a guest, and we will give you e-mail updates and other goodies.

About privacy: It's simple: We don't sell or distribute any personal information collected about the users of our web site. Period.

For more information about our Private Client Advisor Services, email us here