About Us

Our Firm

 

We are a full-service financial firm providing holistic financial planning services, tax preparation and planning services, and investment management services.

Our detailed process reviews your current status (where you are now) and relates it to your goals (where you want to go). Then we analyze each facet of your financial life, one meeting at a time, to make sure each part of your financial life is working toward your common goals.

Our Investment Management Process uses the tools of today's technology to provide a proactive investment process. We do not subscribe to simply buy and hold or Set it and forget it. We believe you need a more proactive approach to weather the storms of today's turbulent times. If you need to be in the market you need to have some downside protection.

 

Our Mission Statement

 

To provide an extremely high level of service in the areas of Financial Planning (Retirement Planning, Education Funding, Life Insurance, Disability Insurance, Long-Term Care, Estate Planning), Investment Management (Asset Allocation, Investment Selection) and Taxes (Preparation and Planning) to a select group of individuals, families and small businesses.