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We provide the highest level of care and accountability. Everything we do must be in your best interest.

Complete Transparency

No magic tricks or distractions. Everything we do is transparent. Log into our online system to see your accounts any time, from any device, no matter where you may be.


We have been serving client needs for over 30 years which means we probably have experience in situations like yours.

Local & Available

We are not a large institution. We are your neighbors who happen to offer financial expertise. When you call, we answer. When you need someone, we are here.

Different People. Unique Needs

Some people need help accumulating and growing wealth. Others need assistance with the responsibilities wealth creates. No matter your money issues, we will help you find the solutions which best fit

Retire Confident

Retirement is a once-in-a-lifetime experience, but we have helped people retire comfortably and confidently for over 30 years. We can help you too.

Get Comfortable

We provide a safe and relaxed environment where you can be comfortable with your money.


It is our job to explain your money in simple and straight-forward terms, not to impress you with jargon and investment “speak”. You can never ask too many questions. 

Independence brings freedom

Our “product” is our guidance and advice, not specific investments. We are neutral and transparent when selecting the solutions necessary to implement your plan.

Putting it all together

All the parts of your life are connected. Getting to know you goes beyond your finances. We want to know your values, hopes, and dreams so your success is not purely financial. A life measured only in dollars can never be rich. 

The media provides exposure, not advice

In this age of information overload, there are an over-whelming number of financial opinions. We help you focus on your specific financial goals by using our experience and knowledge as a filter to cut through the constant noise and chatter.

It is a journey,
not a destination

No matter what your stage of life and career, we can help you. As you change and grow, we adjust so your plan continues to fit your needs.

Investing, not trading

It is not flashy, but the long term outlook has stood the test of time. We seek to capitalize on this trend through patience and discipline rather than guessing when to zig and when to zag.

You are not your neighbor

There is no magic formula that works for everyone. We have the knowledge, experience and tools to help you plan and achieve your goals.

Wealth is not determined by money

Wealth is determined by love, happiness, and relationships. The number of dollars in your account does not make you more or less than anyone else.

It takes two to tango

We provide the know-how; you provide direction and guidance. 

Blog Posts

An Alternative View of Taxes

It is the dreaded today. Today is the last day to pay 2010 Federal Income Taxes on time. To commemorate the occasion I thought we could examine an alternative view of taxes from Douglas J. Amy, Professor of Politics at Mount Holyoke College. He has a website, Government is Good: An Unapologetic Defense of a Vital Institution on which he chronicles The Forgotten Achievements of Government including:

  • Public Health Programs which have eliminated polio, cholera, and smallpox from our society and have significantly reduced our risks of contracting hepatitis B, measles, mumps, tetanus, rubella, and diphtheria.
  • Interstate Highways which George Will called "the most successful public works program in the history of the world".
  • Anti-Discrimination Programs which have made substantial progress in eliminating racist and sexist practices that had existed for centuries.
  • Clean Water and Clean Air Programs which has made the water we drink and air we breathe safe and dependable.
  • The Military: Our Army, Navy, and Air Forces are the most effective military organizations in the world.
  • National Weather Service serves us in many ways from warning us of dangerous conditions to ensuring the safety of planes and ships.
  • Student Financial Aid Programs which gives every willing and qualified student an opportunity to receive an education regardless of their resources or background.
  • Food and Drug Safety Programs which protect us from consuming products which threaten our health.
  • Funding Scientific Research which would be unprofitable to pursue commercially.

Admittedly, I do not agree with every program Professor Amy considers a success of our government. But especially today I encourage everyone to consider that regardless of our political views, we can agree on our love for our country and take pride in the support we offer our government through taxes.

American Flag by superman_ha_muerto