Our Services

We are a fee-only comprehensive wealth management firm, offering financial planning and investment management.

As part of our financial planning process, we address:

  • Financial organization
  • Retirement planning
  • Retirement withdrawal strategies
  • Cash flow analysis
  • Planning for major purchases
  • Estate planning coordination
  • Education funding  
  • Pension plan analysis
  • Risk Management – life insurance, property insurance and asset protection

Our investment management process is goals-based, meaning we invest our clients' portfolios in the assets that have historically given them the best chance of achieving their goals.  For us, investing is about helping our clients do the things they want to do with their life. 

We act as a fiduciary which means we always put the interests of our clients ahead of our own, and we never sell products or accept commissions or kick-backs from any investment providers.