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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.

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. 

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.

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.

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. 

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.

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.

Blog Posts
 

It is Spring. Time for Renewal.

At one time I was a writer. When I launched this site in May 2007 I had every good intention of writing something every day. Well… you know what they say about good intentions. For a long while I did write regularly. In 2007 I had 17 years of pent up experience and stories to share and that kept me posting regularly into 2009 and that is when things began to taper off. I got distracted. We left our old firm and spun off on our own. Shortly thereafter we changed Broker Dealers. The practice grew. And all of those "reasons" are really just excuses.

Once I got out of the habit of writing regularly it was hard to re-start. A potential topic would cross my mind and I would think "I've already written about that" but recently it also occurred to me that I wrote about that topic five years ago. Even if nothing has changed, after five years it is worth looking at again from a fresh perspective and five more years of experience.

It begins now. Just as the flowers bloom and the foliage blossoms in the spring I am going to write again. But I am not going to try and fool myself to committing to posting every day. Twice a week certainly seems relevant and reasonable. To make sure I live up to my commitment I have already listed out several weeks of subject matter.

So welcome back. Thanks for your patience. Be sure to let me know your thoughts and opinions. You will be hearing more from me very soon.

Photo Tulips by Talal G