Our philosophy is simple: provide the best recommendation based on each individual clients' objectives.  We accomplish this in four ways:

  1. Create a Written Financial Plan (Cash, Protection, Intermediate and Long Term Goals)
  2. Seek to Provide Risk Adjusted Returns that Align with your Risk tolerance and Time to Invest
  3. Fair Expenses
  4. Great Service


As a new client, we will work through a 3 step consultative process that will help us get to know you and your objectives. Here's what you can expect:

1st Meeting:

1.  Get to know you and understand your current situation

2.  Learn what you are looking to accomplish

3.  Determine if our services line up with your needs

2nd Meeting:

1.  Gather information necessary to complete your financial blueprint

2.  Document your monthly cash flow and spending needs

3.  Evaluate your timeline and risk tolerance

3rd Meeting: 

1.  Review your written financial plan

2.  Present the best recommendation to meet your objectives

3. If you feel the plan meets your needs, then we will implement the plan.


We specialize in the following Investment Management Services

Retirement Planning:

  • IRA and Roth IRA
  • 403B and Pension Plan
  • SEP IRA and Simple IRA
  • Retirement Income Planning
  • 401k Plan

College Savings:

  • 529 College Savings Plans
  • UTMA's
  • Educational IRA


  • Stocks
  • Bonds
  • CD's
  • Mutual Funds
  • Variable Annuities
  • Alternative Investments
  • Oil and Gas LP


  • Life Insurance
  • Disability Insurance
  • Long Term Care
  • Insurance Annuities