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How We Work

How We Work

Our objective is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.



Stocks, Bonds, Mutual Funds, ETF’s

Educational Savings Accounts

Individual and Joint Accounts

Individual Retirement Accounts (Traditional and Roth)

Self-employed Retirement Accounts (SEP and SIMPLE)

Variable Annuity

Financial Planning

Financial Planning

Retirement Planning

Goal Planning

401(k)/403(b) Planning

College Plans



Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Fixed Annuities

Planning and Consulting

Planning and Consulting

We will customize a plan to meet your needs whether it’s a single goal or a comprehensive evaluation of your current and future financial state. We gather information through in-depth personal interviews and questionnaires.

Information gathered includes your current financial status, future goals and attitude towards risk. We carefully review the information you supply and prepare a report. Implementation of any recommendation is entirely at your discretion. Many of our clients work with us for a fee, based on an annual percentage of assets managed. However, we also consult on an hourly basis. All fees are fully disclosed before we begin.

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