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Fiduciary

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.

Experienced

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.

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.

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. 

It takes two to tango

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

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.

Simplicity

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.

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.

Blog Posts
 

Best Practices: Protecting Your Identity Online

This week the IRS released their Security Tax Tip Number 7 with some excellent cyber security practices:

  • Give information over encrypted websites only – look for https at the beginning of the web address. The “s” represents “secure”.
  • Passwords – Longer is better and be unpredictable. Mix letters, numbers, and special characters in a unique sequence for each website. That can be a lot of passwords but there are several great apps to help you keep them all straight. I personally use Password Keeper. Not only does this help me protect my identity, but my wife can access all my (our) accounts if I were to become incapable.
  • Not all ads are legitimate – before you give information, do some research. Search the company name with other keywords like “review”, “complaint”, or “scam”. Legitimate companies do not hide their contact information. If you can’t find an address or phone number through a search engine, you probably shouldn’t be giving them any personally identifiable information.
  • Do not overshare on Social Media – Do a search on yourself. What kind of information can you find? If you can find past addresses, names of people who live in your home and photos of your activities so can cyber thieves. Information like this can often be used to answer the security questions once your username and password has been hacked. Even a post of you standing next to your new car can provide a criminal with key information!
  • Back up your files – store important and meaningful files on a removable disk or back up device which should be kept in a separate, secure location. If your computer is ever compromised you will still have access to your most important data.

Photo credit: Cyber Security – Cyber Crime by Perspecsys Photos