we understand that retirement can seem both an exhilarating and anxious proposition. For more than 19 years, we have guided clients through these treacherous waters, carefully charting a course in pursuit of their financial success. Among many concerns, two questions are continually asked: "Will I make it, and do I have any financial blind spots?"
Our primary focus is on protecting and preserving that which matters most to you. This commitment is strengthened by our specialized knowledge and experience along with the values we share in common with you. We incorporate a "professional model" of leading with a process, rather than a sales model of leading with a product. Areas of emphasis include:
- Investment management
- Retirement planning
- Investment tax analysis
- Insurance review
- Estate planning
- Qualified plan account advice for individuals
