Our Commitment

Our business is driven by integrity, and loyalty to our clients, with an understanding that long-term success will be enhanced by always putting our clients’ interests first. We are dedicated to providing open and honest communication with no hidden fees, quotas, or proprietary products.

Our Approach

Our financial planning process is designed to help you stay focused on a clear and defined path, while tuning out the noise and confusion of news headlines and mis-information. We utilize simple, proven techniques aimed at helping families and small businesses build and preserve lasting financial security.

Generally, you will experience the following major steps when working with us:

  • An initial, complimentary goal planning session to determine the financial areas most important to you.
  • A risk analysis and review of current strategies and investments. Options considered and reviewed.
  • Proposals and projections presented based on reviews and analysis of your personal situation.
  • Implementation of a long term plan as desired.
  • On-going review of results with changes to goal plan as necessary to adjust to life circumstances.

Our Services

Wealth Management & Investments

  • 401(k), 403(b), Pension & IRA Rollovers
  • Roth IRA’s
  • SEP, SIMPLE and 401(k) plans for small business
  • Mutual Funds & ETFs
  • Annuities
  • 529 College Plans

Financial Planning

  • Retirement Plan Design
  • Social Security Maximization
  • Legacy & Estate Planning
  • Budgeting
  • Debt Reduction

Protection

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance