We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
We are a financial consultant group that focuses on the financial well-being of individuals and small businesses. Our areas of expertise include helping our clients define and prioritize their financial goals, and then creating and implementing an investment strategy designed to achieve those goals. We are true consultants. We believe a balanced portfolio consisting of quality stocks, bonds and cash should be employed in an attempt to maximize the rate of return over a full market cycle. We emphasize the control of risk and operate within the confines of prudence and safety. Our services include estate planning, insurance and retirement analysis, and investment consulting.