Smart Investing May

Give You Financial

Peace of Mind

We have an investment philosophy to maintain an overall perspective of our client's investment needs and objectives by focusing on service and sound financial advice. Our Asset Management Services will help us determine if you have the right mix of investments for your personal situation.

We assist you in determining if Insurance is needed in your portfolio. From Life Insurance and Long-Term Care to Variable Annuities for Estate Planning and taxes. Please view our Services Tab for More complete information on each topic.

Being an Independent Financial Planner and Registered Investment Advisor gives us the ability to be subjective. Every meeting with individuals places our goals in line with yours. We do not sell products, simply put, we offer advice. While assessing your investment needs, we plan for your future. Please view the Services tab for more detailed information on each topic.