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We serve people with personal or business investment advice through planning , management and education .
We provide independent counsel and accountable decisions.


Services...
Our service is to you our client. It's not a laundry list of the number of things we can do or the types of accounts we offer. What we do, the products, tools and decisions are each uniquely shaped to your needs.

The types of services include:

    Financial Planning
    Asset Management
    Retirement Plan Analysis - Business or Personal
    Tax and Estate Planning
    Special Project Consultation

Our aim is to:
  • Get to know you and identify your individual needs and financial goals
  • Analyze and recommend strategies for your investment goals
  • Work with you to implement strategic actions
  • Provide ongoing financial advice, management and evaluation of plan and progress

We Provide
  • A personal and professional relationship for investment counsel
  • Our signature to a fiduciary oath- a commitment to put your needs above our own
  • Accountable decisions as a business owner ourselves
  • Truly independent advice - No proprietary products or corporate quotas
  • Efficient investment models designed to your objectives
  • Scheduled review meetings to monitor investment performance and goal progress
  • Periodic portfolio rebalancing
  • Performance benchmarking for portfolio comparison to market conditions
  • Overall value - going without professional advice and management is likely costing you more