Welcome and thank you for visiting. If you’re looking for someone to help you objectively answer a couple questions or guide you through the variety of financial/life events you’ll be experiencing over the next 20-40 years, you’ve come to the right place!!!

Our mission is to help you use your human and financial resources to live your best life NOW and in the FUTURE.

Some ways we’re different from other advisors:
Advice Only – Never worry about being sold something you don’t want.
Flat dollar fee – You won't pay more because your accounts are growing.
No upfront fees – You get billed after the work is done - not before.
CFP® Professional – Rigorously trained and dedicated to your best interest.
Choice – You choose the level of service that fits your needs.
Low annual fee – Planning and investment management for one low fee.
No minimum asset requirement – We base our relationship on the value we bring NOT the value of the accounts you bring.

Investment Management

We help you understand, create and implement investment portfolios to help you reach your short and long-term goals.

Tax & Stock Based Compensation Planning

It’s not about what you earn; it’s about what you get to keep that matters. Let us show you how to put more after-tax dollars in your pocket.

Insurance & Risk Planning

The unexpected will happen; we’ll help you purchase the insurance coverages you need and avoid being “sold” what you don’t.

Estate & Legacy Planning

What do you want for those most important to you? Let us help you develop a plan to responsibly and tax efficiently transfer your wealth.

Employee Benefit Planning

Which plan should you choose? What selections should you choose during open enrollment? How does this affect your family?

Social Security Timing & Retirement Income Planning

Should I draw early or wait? Should I roll over my lump sum or take a monthly distribution? How does this affect my spouse if I’m gone?

Student Loans & Education Planning

College will be one of your single largest expenses. We provide early and late-stage college funding and loan repayment strategies.

Healthcare & Medicare Planning

PPO, HMO, FSA, HSA, Medicare A, B, C, D. . . Let us help you make sense of it all.

Advisory services for every stage of your journey

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Helping You Reach Your Goal