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About Us

Our Primary Purpose

Over the years, we have found a team approach can be effective in helping clients with a wide variety of needs, as they maneuver through a complex financial-services world.

Our strategic partnerships include local CPAs and attorneys, as well as a broad national network of financial product and service providers.  Through these relationships, we seek to provide comprehensive services with exceptional value, and to offer a diversity of strategies and perspectives to support the needs of each individual client.

We invite you to discover and experience the power our services and strategic partnerships can provide.

Knowledge is Power

It’s also the foundation for intelligent, well-considered decisions.  When you have complex financial goals like retirement planning in sight, sound decisions are vital in helping you pursue those goals while avoiding costly mistakes that can impact your future.  For many, understanding every aspect of personal finance can be daunting.  From investments to retirement to insurance, the decisions can be overwhelming.

We are happy to serve as a knowledge resource for our clients and prospective clients.  Feel free to contact us for a complimentary, no-obligation consultation, and take advantage of the resources we have to offer.  We look forward to speaking with you.



As financial professionals, we are committed to helping people just like you create solutions for their retirement assets.  Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges.  But along with challenges come opportunities and potential rewards.  We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to explore all the materials on our website.  If something prompts a question, please call or email us for a complimentary, no-obligation consultation.

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