We believe that a comprehensive financial plan is the key to providing meaningful advice and helping our clients make smart financial decisions. Our CERTIFIED FINANCIAL PLANNER™ designation ensures that we have the education and experience necessary to help people just like you effectively plan for your future while still allowing you to make the most of today.
Our Comprehensive Financial Planning Services
For clients who are still working, our job is to make sure you have enough money to provide for your family and meet your retirement goals. For retired clients, our goal is to make sure you sustain an income and that your family is taken care of when you are no longer here.
We do this by establishing a long-term financial planning relationship that guides you through the important financial decisions you will need to make in order to reach your goals.
Pay Less for College
The biggest threat to your retirement may be the college tuition bills you have to pay between now and then. When you work with us, we’ll help you become a smarter consumer of a college education. We’ll help you determine which schools are the best financial fit for you and your student, identify the best opportunities to receive financial aid and help you pay less for your children’s college education so you can save more for your retirement.
We believe in a long-term, diversified and risk-adjusted approach to managing money. In plain English: We want you to be able to sleep at night.
Every client portfolio is tailored to your unique needs, goals and risk tolerance. Our firm uses a combination of interest income, stock dividends and other income sources, to manage stock market risk while producing regular, recurring and rising income.
Insurance and Other Services
As licensed insurance agents, we can recommend the right types and amount of insurance for your situation. When necessary, we will refer you to outside experts to meet your insurance needs.