To Top
Broker Check

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. We 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.

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. 

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.

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.

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.

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 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. 

It takes two to tango

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

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

Take it for a Test Drive

The feedback from the early adopters of our new web-based client portal is extremely positive and constantly getting better as clients dig deeper into the site’s features. The hardest part of the whole process is getting an understanding of exactly what the system is and what it does. So we have created a sample set of data you can use to log in and experience the portal first hand.

Read more...

The Game of Politics and Your Money

In some ways, the political season is very much like football season. The press peppers key players with questions in the hopes of getting a few moments of sound bites around which they can construct a story. As the temperature drops the heat steadily increases until a victor ultimately emerges. But in some ways politics can be even more exciting than football. After all, if your favorite team wins or loses how are you affected? Maybe pride or bragging rights but those things are relatively unimportant in the grand scheme of things. The issues currently facing us on the national political landscape will affect everyone and there is much discourse from both sides why their candidate is the better choice.

Read more...

It’s Alive!

No, I have not fallen off the face of the planet. I have been hard at work on two projects.

Read more...

Post with Featured Image

Letter to Clients: 3rd Quarter 2012

Last quarter I highlighted two services available to you at no charge, shredding and notary public. This quarter I am excited to introduce a new service which I believe can make a significant impact on your financial health.

Read more...