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Your Plan

Value Added Advising. We have the knowledge and experience to bring added value to each of our client relationships.  Many of our clients have the knowledge in financial matters but lack the time necessary or they procrastinate because of their primary business responsibilities and family life. Thus, little items can get missed and financial optimization does not occur. We also find many others are not receiving these services from other agent/brokers.

Our Commitment to You

  1. Provide clear and timely communication.  

  2. Resolve problems quickly and to your satisfaction.

  3. Fully disclose all fees and implementing with low fee strategies. 

  4. Focus on overseeing your family’s financial affairs, not marketing our practice.

  5. Meet your investment performance expectations.

  6. Possess a comprehensive breadth and depth of industry knowledge.

  7.  Always have your family’s best interests behind every financial recommendation.

  8.  Care more about you than your investments.

  9.  Fully understand your family’s goals and needs.

  10. Help you create and execute an up-to-date formal financial plan using outside experts if needed.

Top Reasons To Save and Invest

  • Retire Ready: Have a plan to enjoy a wonderful retirement.  

  • Make Money on Your Money: You work hard for your money; make sure your money works hard for you.

  • Achieve Self-Determination and Independence: When you build wealth, you may be in a better position to pursue the lifestyle you want. Your life can become one of possibilities rather than one of limitations.

  • Leave a Legacy to Your Heirs: The wealth you pass can have a profound impact on the next generation, providing educational opportunities, the capital to start a business, or financial support to your grandchildren.

  • Support Causes Important to You: Wealth can be an important tool for impacting the world in a meaningful way. So, whether your passion is environmental, the arts, or human welfare, you can use your wealth to effect positive changes in your community or around the world.

Our Services


  • Mutual Funds

  • Exchange Traded Funds (ETFs)

  • Index Funds

  • Managed Accounts

  • Common Stock

  • Bonds

  • Private Equity

  • Private Debt

  • Hedge Funds

  • Municipal and Government Securities

Financial Planning

  • Retirement Plans

  • Tax Saving Strategies

  • Traditional IRA

  • Roth IRA

  • Simple IRA

  • 401(k) Planning

  • 403(b) Planning

  • College Plans

  • Estate Plans

  • Profit Sharing Plans

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