Financial Planning

Personal Financial Planning

Once you know where you want to go, we can help you create the plan to get there and that plan serves as the framework for all your future financial decisions.

We emphasize developing long-term relationships so that you are comfortable talking to us about your major life decisions. We find that our deep involvement and ongoing encouragement helps give you the confidence to make smart, disciplined decisions that support you in reaching your goals and allows you to better enjoy life's journey.

Retirement Planning

We can help guide you along the path to and through retirement. No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement on your terms.

Retirement planning doesn’t have to be scary or stressful. However, if you are retired, retiring soon, or mid‐career professionals and find yourself worrying too much about money and not spending enough time pursuing your passions; we will help you create and execute a financial plan. One that you can believe in and will allow you to have confidence in your financial choices so you can spend more time doing what you want during retirement with more financial freedom and less worry.

Investment Management

We offer a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Our financial planning techniques are straightforward: We focus on becoming your partner in building the future you desire. As we work together, we'll thoroughly explain the investment strategies we recommend, so that you'll be fully comfortable with all the aspects of your investment program.

Every decision we make will be focused on achieving the results you want. Our goal is to help you achieve financial independence through professional advice, individualized planning, quality investment recommendations coupled with sound risk management.

Estate Planning

Estate planning should never be left to chance. That's why protecting your loved ones by taking the time to put a plan in place shouldn’t be put off. Unfortunately people who intend to "get around to it" may never do so fully or correctly and that is a recipe for financial disaster.

You can avoid creating an unnecessary burden, hardship or strife among members of your surviving family with a clearly communicated and well thought out estate plan.

Small Business

Whether you're managing 60 full‐time employees or a five member part-time staff, chances are there isn’t enough time in the day to spend working on a retirement plan, a succession plan or other ways to make your business work better for you and your family.

We have the knowledge and experience you need to create and execute simple solutions to the unique challenges a small business owner faces in the planning for their retirement and protecting their family.

College Funding

Preparing for college can be complicated, however saving for college doesn't have to be.

Through proactive college planning we can help you create and execute a plan that makes what seems impossible - possible.

Our goal is to help you feel confident that you are effectively working toward your goal of saving for your child's education.