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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. 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.

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.


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. 

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. 

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.

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.

Blog Posts
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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.


Happy Independence Day!

I find it a bit odd when the 4th of July falls on a Wednesday, the middle of the week. Instead of the traditional long weekend celebration we have two very short work weeks sandwiched around one day of grills, parades, fireworks, and the 2012 special – blistering heat.


Variable Annuity Prospectus: Clarity or Confusion?

A recent article in Investment News caught my attention. I didn't believe the headline, fewer investors read through a VA prospectus in 2012. How do you get fewer than none?


Unnecessary Dread

Earlier this week I had a meeting with one of my corporate clients. They are a non-profit organization and I help them manage their investment portfolio. I love the organization, their mission, and the people but I was still dreading the meeting. I knew it wasn't going to be pretty; their investment results have been less than expected. When you are asked to sit down with the finance committee to discuss their account… well, you just know they aren't throwing you a party.