Who We Are

Financial planning is more than investing your money. It is about the freedom that comes with planning for the future with more certainty, more confidence.

Would you like that kind of freedom? Our combined 65 years of experience works for you. We will help you understand your options so you may escape the anxiety of an uncertain future. We approach financial planning as a long-term, ongoing relationship - one that starts with listening to you and building your trust.

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.