Who We Are
Our Mission & Values
We assist you in your pursuit of wealth – however you define it. We start by focusing on your personal story. We want to understand who you are and where you want to go. After discussing your needs and goals, we’ll gather the necessary information, create a plan that is specific to you, help you follow through and keep you on track.
Our team has over 70 years of combined experience in financial planning, investing, and risk management. We are committed to developing long-term relationships, and to be your partner through each phase of life.
Our Services
Our financial planning process is not a “one size fits all” approach. Instead, we work closely with you to identify your needs and goals, and to design a plan that works for you.
Financial Planning
Our holistic approach to financial planning will help you maintain your overall financial health and pursue multiple (and competing) financial goals. We offer standalone plans or ongoing consultation.
Investment Management
Our investment advice and recommendations can be included as part of our financial planning process, or utilized as a separate service. Our investment philosophy looks toward the long term and focuses on diversification.
Risk Management
We offer a wide range of insurance planning services including disability income insurance, life insurance, annuities, and long-term care insurance. We work with you to identify which options fit your needs.