Our Firm

 We are an independent, full-service financial firm.  Being independent means that we have flexibility in designing a plan to help meet your individual needs.  While developing a customized financial program, we will walk, step-by-step, through the process so that you feel confident in  the decisions we make. Among the areas of concern that we will address are:

  • Tax Efficient strategies 
  • Investment management
  • Retirement strategies 
  • Estate conservation strategies
  • Insurance coverage

Once we have determined a course of action, we have the ability to choose from a wide variety of financial products and services to impliment your financial plan.  We strive to find the lowest cost solution that meets your needs.

As Certified Financial Planner™ certificants, we work closely with your accounting and legal professionals to make sure that tax efficiency and proper legal structure are integral to your planning.

Please call us if you have any questions about our firm or the range of financial products and services we provide.