01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Office Hours

 

Monday 8:30am - 4:30pm

Tuesday 8:30am - 4:30pm

Wednesday  8:30am - 4:30pm

Thursday  8:30am - 4:30pm

Friday  8:30am - 4:30pm

 

*** Please contact our office if you would like to meet outside of these times

 

 

Our Approach

We are dedicated to providing investment management and strategic wealth planning to individuals and corporations. Simply put, we strive to be our client’s trusted advisor. As a financial services firm, our primary focus is to provide unbiased opinions that are designed with the objective to pursue long term investment results.

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Our Services

College Planning

  • Education Savings Strategies
  • 529 Plans

Estate Planning

  • Asset Transfer
  • Beneficiary Review
  • Wealth Transfer Strategies

Investment Management

  • Asset Allocation / Management
  • Income Strategies
  • Tax-Advantaged Investments

Retirement Planning

  • Traditional and Roth IRA’s
  • Pension Income Decisions
  • Pre-Retirement Savings Plan
  • Retirement Income Planning
  • 401(k) / 403(b) / 457 / IRA Rollovers
  • Lump Sum Pension Rollovers
  • Retirement Plan Evaluation

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Contact Us

Blogs

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Paws and Effect - The annual cost of pet ownership and how to reduce costs

Jodi Hills |
Categories
Finance
Lifestyle
There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little whiskers that make for adorable Instagrams, pets give us that warm, cuddly feeling inside. They are part of our families and some of our best friends. But, they can also be a substantial part of a personal budget, especially since it (hopefully) is a long-term commitment...