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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.

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.

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.

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.

It takes two to tango

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

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 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.

Blog Posts
 
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The Big Financial Mistake New Parents Make

From the first time you hold your child in your arms, you realize you’d do anything for them. Your heart magically changes the moment you meet your new baby. If you’ve felt the unconditional love of a parent, what I’m about to say might sound shocking.

Prioritizing goals for your kids is one of the biggest financial mistakes new parents can make. How could that be? Didn’t we just agree you’d do anything to make your child happy? Yes, but sometimes the less obvious approach is the wisest.

Let’s say you put all of your hard-earned money toward an education fund for your kids while neglecting your own retirement fund. What happens when you reach retirement age and don’t have a plan in place? Chances are, your children will have to support you. This risky approach can leave your kids feeling stressed and confused. 

So what about their education? It’s important to consider that the education system has safety nets built in. Plus, plenty of government-funded programs are available for extra help. That’s not the case when it comes to retirement. If you don’t have a strategy, you’re on your own. It’s great to save for both if possible, but if you have to choose, retirement planning takes priority.

It’s surprising to learn that putting your kids before yourself might not actually be in their best interest. I get it– that isn’t how we’re used to thinking about parenthood. But when it comes to the long-term consequences, you’re better off focusing on your own future needs. Don’t sacrifice your savings unless you’re confident your college grad will carry you through your retirement!

We specialize in supporting you through tricky decisions like this one. We can help you set smart priorities and get comfortable with your money. Give us a call!