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Our Client Value Promise

Do you know how much money it may take to retire comfortably and stay comfortably retired? If not, would you like to sit together to help you figure that out understanding there will be no cost or obligation to do so?

We believe that that Financial Literacy is not the primary issue; Financial Behavior is the primary issue. Just like health! We know how to eat well, we need to focus on eating behavior. Mindful Financial Behavior leads to strategies that work.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

We promise to strive to Help you make sense of all the uncertainty in your financial life.

Our Client-Advisor relationship is only successful when it endures the test of time.

When it comes to my clients, I genuinely care about them, their goals, and their well-being. While some in my industry may only touch base with their clients occasionally, if ever, I like to remain in regular contact. I do everything I can to make my clients' financial life simpler, and address issues before they occur.

All Successful Investing is Goal-Focused and Plan-Driven.

All Failed Investing is Market-Focused and Current Event-Driven.

Every Successful Advisor is Continually Acting on a Plan!

Just as the earth revolves around the sun we manage your investments by continually revolving around your plan.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

"We don't do paint-by-numbers Financial Planning ~ we create original works of art plans!"

Our History

Our History

Decades of experience have prepared us to guide you through your life transitions.

"We don't just help you find the best investments ~ we help you become a better investor!"

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