­

What is important to us?

A focus on fee-based financial planning and wealth management for pre-retirees ages 50 and up

Click HERE to Learn more

Steadfast belief in the importance of lifetime relationships

Independence, expertise and transparency

Online Account Access

Are you taking too much risk with your current portfolio? Click the button below to get your free, no obligation portfolio review.

Free Portfolio Risk Analysis

Learn more about our business and our team

Need help? Give us a call or shoot us an email

Have questions about financial planning and investing? We answer them in our Investor Education Center

The Latest from the Investor Education Center

708, 2017

Life Insurance – Do I have enough?

By |Categories: Questions|Tags: , , , |0 Comments

Not a lot of people like to talk about life insurance, but one of the most important questions you should be asking yourself when you do talk about it is: Do I have enough? The [...]

2807, 2016

Teacher Retirement: How should teacher couples invest?

By |Categories: Retirement|Tags: , , , , |0 Comments

Teaching America’s youth and trying to hold onto your sanity at the same time can be a struggle. Especially if both spouses have chosen the most thank-less career path, being an educator. A lot of [...]

1103, 2016

Getting on a budget: Where do I start?

By |Categories: Uncategorized|0 Comments

Getting on a budget is a great way to organize your financial picture. We recommend that all of our clients have some sort of budget in place before they start investing. But some that are [...]

1112, 2015

Five financial items you should consider before December 31st

By |Categories: Miscellaneous|Tags: , , , , |0 Comments

We’ve only got a few weeks left in 2015, and I’m sure you are looking for something else to stress about during the holiday season, besides those family members shacking up with you for a few weeks (yes you cousin Eddie).

So let’s look at a few financial to-do’s you might want to review with your financial advisor before the end of 2015.

3010, 2015

Should I invest in a Roth IRA?

By |Categories: Questions|Tags: , , |0 Comments

Should I invest in a Roth IRA? This is a common question we are asked when sitting down with investors and going over their investment options. A Roth IRA is an individual retirement account that allows you to contribute after-tax money to use for ....