Our Services


Our advice is unbiased. Most people don't know that every National, Regional and Bank brokerage firm and most independent brokerage firms can only provide advice if it's incidental to a sale. Think about this for a moment. You meet with a representative because you want objective financial advice. How objective is the advice when the representative's goal is to sell you something? You are seeking advice to secure your financial future and the giver of that advice is seeking to make a sale and earn commissions. Do you want to stake your financial security on this arrangement? Or Is this how you want to receive your advice?

We believe we offer a better way to help our clients. We have developed a consultation process that offers full disclosure of our services and their cost without any hidden agendas that may not be in your best interest. ?

We can help you execute a sound financial program utilizing the following products and services:

  • Consultation Process
  • Investment Management
  • Retirement Strategies¬†
  • Estate Planning
  • Dissolution of Marriage Assistance