Our Firm

We are an independent, full-service, financial and estate planning firm committed to helping our clients pursue their financial and estate planning goals. Maintaining the highest standards of integrity and professionalism, we offer a wide range of fee-based financial advice and accounts as well as commission-based products to meet our client's needs. 

Key benefits for using a Registered Investment Advisory Firm(RIA)/Fiduciary

1. A RIA functions as a fiduciary whose emphasis is placed on their clients and not on hot investment ideas. It is the total package concept of knowing as much about a prospective client as possible and, then, and only then, putting all the parts together to achieve the client defined objectives and goals.

2. We Listen.  My grandfather once said, "You can't learn anything with your mouth open."  You'll discover that most of our sentences begin with, "Who, What, When, Where, How, etc." We want to know as much about you as possible to conclude what is applicable and was is not.

3. Impeccable Service.  We don't take on every prospect that we interview. Sometimes it is just not the right fit. If we take you on as a new client, however, you will receive the most impeccable service you have ever received.

4. We do not rush our clients into making rash or hasty decisions. We develop a plan and show the clients why we think that plan would best fulfill their needs. We tell our clients to go home and study what we have recommended and why we recommended what we did and then meet with us again to answer any remaining questions they may have.

5. Our philosophy is very simple, "If you the client have to give an answer today...the answer should always be, 'No thanks!'"

Please call us if you have any questions about our firm or the range of financial and estate planning services. 

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