Our Services

Just as no two snow flakes are alike, neither are any two persons.  Because of this, plans and services used by clients will not be the same.  Since you don't know us and we don't know you, we offer a free consultation so we can see if we both feel that we can have a mutually beneficial relationship.  If we don't, there will be no hard feelings or pressure on our part. 

 We do not pretend to be experts in all areas of finance.  We know what we know and what we don't know.  We won't try to replace your other trusted advisors, unless you wish, so we will coordinate with your accountant, attorney and other professionals to be sure we're all trying to guide you in the same direction.

Services offered:

  • Financial Planning
  • Retirement Planning
  • Retirement Income Planning 
  • Asset Allocation
  • Risk Planning
  • Legacy Planning
  • College Funding/Planning
  • Charitable Planning