Our team includes a CERTIFIED FINANCIAL PLANNER™ professional who is also an Accredited Asset Management Specialist, two dedicated client representatives, and one Registered Administrative Assistant. We also work closely with attorneys-at-law who specialize in estate planning and wealth protection.
We are here to help. How may we help you? We would like to find out. We would like to listen to you and learn about what you want to accomplish financially. As a byproduct, we will get to know you - who you are, what you value, what is most important to you. Call us or e-mail us. We are here for you.