We are a team of independent financial advisors who apply a holistic perspective and take a personalized approach to financial planning and wealth management. By understanding your specific needs and desires, our team is able to design a plan that aligns with your personal values and financial objectives.
“I love being able to sit down with someone, get to really know them, and help them to plan accordingly.”
“It’s amazing to get to work with someone over a span of twenty years and watch them pursue the financial plans we’ve helped them to implement.”
“We help our clients take a disciplined approach to their finances which results in the pursuit of their dreams and things they didn’t think were possible.”
“Each person is different and helping someone to make the choices that are best for them is what is most important.”
“Getting to know each client individually and then helping them pursue their goals and passions is an incredible privilege.”
“I am passionate about helping people and organizations grow and accomplish their goals.”
“Every person who calls or visits us is important to me. Whether it’s someone I talk to all the time or someone I’m meeting for the first time.”
“I understand the importance of being timely and efficient when working with our clients. We want to ensure that every client feels like they are being taken care of.”
“We take pride in serving our clients and caring for our clients just like family.”
“I love connecting and assisting our customers to form lasting relationships.”
“Life changes often and not always as expected. I enjoy staying connected to our clients, so we can help them navigate any and all of life’s changes.”
FINANCIAL PLANNING INVOLVES MANY ELEMENTS AND OUR RECOMMENDATIONS SEEK TO HELP YOU SAVE WISELY, INVEST DILIGENTLY, AND LIVE CONFIDENTLY.
Matching your tolerance for risk with your investment objectives Everyone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest, you assume a certain level of risk (but like everyone you’re hoping that your holdings will increase in value). One
One of the main concerns about retirement is health care. As healthcare costs continue to rise, medical bills may quickly derail your retirement plan. The good news is when you turn 65, you will be able to apply for Medicare, which provides you with coverage for some of the larger
Understanding the importance of life insurance is one thing. Understanding the tax rules is quite another. As insurance products have evolved and become more sophisticated, the line separating insurance vehicles from investment vehicles has grown blurry. To differentiate between the two, a mix of complex rules and exceptions now governs
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
