Our team provides independent financial advice and investment management consulting. We specialize in tax-efficient retirement and estate planning for professionals, retirees and business owners. We also provide financial and investment advice to private foundations and Native American tribes.

We design, implement and service many qualified retirement plans for closely held business and Native American tribes in addition to providing retirement option counseling to employees who retire or separate from service.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.