Experienced Professionals

Our advisors have advanced credentials, including the Certified Financial Planner certification and the Certified Public Accountant designation. The rigorous training involved in these credentials results in higher quality plans that properly align your tax and financial objectives.

Fiduciary Standard

As fee-based advisors, we always work in the clients’ best interest, putting your needs ahead of our own. We believe this is how financial advice should be delivered and work diligently to reduce any conflicts of interest that may arise.

Independent Advice

We are not employees – we are independent business owners. As such, we are not limited to a small list of proprietary products or have sales quotas to meet. We have aligned ourselves with Cambridge Investment Research, Inc., an independent broker-dealer, to provide us the support and resources we need to run our business effectively.

Coordination

We can work closely with your existing professionals, including your attorney, CPA, insurance agent, and banker, to ensure that any strategy we suggest pairs well with your overall financial life.

Financial Planning Services for Every Need

We prepare comprehensive plans for our clients intended to guide them in the pursuit of their goals. Common goals addressed in our financial plans include:

  • Retirement planning
  • Tax-advantaged investing
  • College funding
  • Estate planning
  • Investment management
  • Cash flow management
  • Risk management

Will I have enough money to send my children to college?  Can I afford to retire at age 62?  Can I build that second home on the lake?  How will Medicare and Social Security affect my retirement goals?  These are the questions the majority of people often ask.

The fundamental approach to our services is the creation of a custom built financial plan based upon your individualized goals and dreams.  It is this blueprint that becomes the roadmap for our relationship moving forward.   We engage our clients in a relationship that is built on knowing them personally so that we can help guide them along their financial journey.

Want to tune out the noise around you and put together a roadmap that gives you a customized plan for achieving your goals today and tomorrow?  Watch this brief video then click on the the link below to schedule your complimentary consultation.

Schedule your initial consultation