The Firm

We are a fee based financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

We try to guide successful people toward smarter financial and investment decisions by providing:

• Financial planning

• Retirement planning

• Investment management

• Independent 2nd opinion on investment portfolios

• Tax planning

• Tax preparation

Please call us if you have any questions about us or the range of financial products and services we provide. We have relationships with a variety of financial service companies; so if we don’t have a product or service, we can recommend a group that does.