Our Services

We specialize in financial and investment planning for individuals, families, and small businesses. Wealth management services include the use of institutional grade third party money managers for portfolio construction and management. The use of an internet based financial planning system helps clients understand the decision making process, and tracks savings, expenses, and investments on an ongoing basis. The financial plan allows the client to monitor progress towards reaching stated goals, thereby keeping the financial activity in a long term perspective.

As independent financial advisors, we abke to offer a wide array of products to our clients, thus allowing us to customize our services to meet individual needs. Insurance and annuities are available for those who want the guarantees offered by insurance companies.

Our services are primarily delivered on a fee basis, with hourly charges for those who use our financial counseling and evaluation expertise, but choose not to open accounts with us. Investment accounts less than $100,000 are available on a commission basis.