We do not believe in a one-and-done approach to our clients. We want to take time to get to know you, your “money story”, and your goals and/or financial struggles. Our holistic approach synthesizes financial planning with neurology, sociology, and psychology to give you a complete picture of your fiscal health. 

We use a hands-on approach with all of our clients and have team members whose expertise is in supporting clients to keep them focused on where they want to go. The nuts and bolts of financial planning are rarely what keep clients feeling secure and (very) satisfied with their financial planning experience. What keeps clients happy is attention and dedication to the whole person. This requires the ability to maintain a disciplined approach to the myriad financial, emotional, and social concerns that are part of major life changes. Our processes, tools, and protocols address our client's needs in a way that they can best grasp and respond to them.

• Bonds
• Common Stock
• Educational IRA
• Brokerage Accounts
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• Treasury Bills
• Government Securities
• Treasury Notes
• Variable Annuity

• Retirement Plans
• Tax Plans
• 401(k) Planning
• 403(b) Planning
• College Plans
• Estate Plans
• Money Purchasing Plans
• Profit Sharing Plans

• Disability Income Insurance
• Life Insurance
• Long Term Care Insurance