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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. 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.

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.

It takes two to tango

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

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.

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.

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.

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 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.

Commentary
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Letter to Clients: 3rd Quarter 2015

Remember when it was so cold at the beginning of the year? As the mercury reaches the top of the thermometer, it is hard to remember when we never thought it would rise off the bottom. Behavioral scientists refer to this phenomenon as recency bias and it is just as applicable to investing as it is to the weather.

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Letter to Clients: 2nd Quarter 2015

Developing a clear objective can be the hardest part of the financial planning process. For example, clients often ask “How much money do I need to retire?” but can’t tell me what they expect from their retirement. A good financial plan is like a road map. If we know where we are and where we want to go, we can use the plan to determine the best route to get there. But just like a road trip, there are many options along the way. You may want to take the Interstate which allows us to go faster and has fewer opportunities to stop along the way. Or perhaps you would rather take the scenic highways and country routes; taking the time to sightsee and explore along the way.

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