In this turbulent market, you deserve consulting expertise, dedication, honesty, and confidentiality. Our clients work with us because we help them with two important issues:

  1. Will my portfolio allow me to retire and/or maintain my retirement lifestyle, and;
  2. How will I fund nursing care for mom & dad, or myself.

We provide customized solutions for our clients backed by a plan and hard data. We take the time to listen to each client hear their unique finanical story. We have the consultative experience and expertise to put together the right financial plan for each client. We take the time to run the numbers for your portfolio. We then explain the data in straightforward English, to you period.

We provide a local, on-going educational seminars for our clients and the community. We work tirelessly and educate and service our clients. We work closely with our local Aptos Chamber of Commerce & Rotary Club to continually enhance our community and business environment.

Our Office is located in the heart of Santa Cruz County in Aptos Village, midway between Santa Cruz and Watsonville.
Our offices are situated at 8070 Soquel Drive, Suite 110, at the intersection of Soquel Drive and Trout Gulch Road.

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.