We are an independent full-service financial planning firm. We are not forced to sell our own funds or products. We search the entire universe of insurance and investment products to find the most suitable solution and investments for our clients.
Known for our experience in Financial Planning, Wealth Management, College, Retirement, Estate Planning as well as Investment and Insurance Planning.
We also specialize in handling both qualified and non-qualified company retirement plans and business continuation planning.
We provide our clients with individual attention and independent advice.Our reputation is built on the principles of integrity, service, innovation and knowledge. We attend over 36 hours, or more, of continuing education training each year.
Each client receives our “Client Bill of Rights”. We do not segment our clients into a niche based on the amount of assets you have with our firm as many financial firms typically do. We pride ourselves on treating each client with the same level of personal service.