What We Do

Our Services

We are a family-owned and independent financial planning firm.

Our representative's combination of licenses, registrations, and a Certified Financial PlannerTM practitioner on staff, qualify us to work with all types of investments and insurance.  As an independent financial planning firm, we represent our clients and their interests rather than any specific company.  


Disciplined Process

Phase I: Discovery 

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your capital to do for you.

Phase II: Strategy

The primary objective of this stage is to explore effective, long-term investment strategies that are cutom tailored to the unique needs of each client. We then develop a customized plan that outlines the strategy we recommend to help you achieve long-term goals. 

Our process takes a comprehensive approach to planning that incorporates your insurance, legal, and accounting needs in addition to your investments.


We offer our clients a variety of valuable services including:


Comprehensive Financial Lifestyle Planning

Retirement Planning

Legacy and Estate Planning

College Planning

Tax Minimization Strategies*

Risk Management and Asset Protection**

Wealth Management

Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring and Adjusting 

We monitor our client's accounts on a regular basis to ensure they are still performing in a way that meets their intentions. When we discover that a client's circumstances have changed, or the shifting global markets require a different investing approach, we make appropriate adjustments.

*Pursuant to requirements imposed by the Internal Revenue Service, any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter. Please contact us if you wish to have formal written advice on this matter. 

**Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.