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Our Services

We work with a select client base made up of pre- and post-retirees and their families. Our clients include individuals seeking a solid plan to move them forward to, and through, retirement, those who want help protecting what they have built against a volatile investment environment, and those who are looking for an advisor who has their back.

All of our clients have made a commitment to comprehensive financial planning. We are not the right firm for those who are simply looking for the latest “hot investment.” In our 20 plus years of business, we have never called a client with a “tip.” As a fee-based operation, the needs and goals of our firm are aligned with those of our clients.

How We Are Paid

We are compensated through the following methods:

  • Fees for comprehensive financial plans
  • Fee-based investment management
  • Commissions on insurance-based products