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What we can do for you:

Create and implement a long term financial plan based on a thorough needs assessment with each client that will address some or all of the following areas:

  • Retirement & Estate planning and management

  • Portfolio Management(stocks, bonds, investments)

  • Education resource planning (college, loans, etc)

  • Budgeting, Cashflow Management, Tax planning

  • Insurance review (what do I need, when and how much?)

  • Mortgage review (should I refinance/are there other options out there?)



  • No shortsighted thinking, get rich quick or "picking hot stocks" - we work on a balanced approach that helps you achieve your goals while managing risk.

  • We are a fee based financial planner. - You pay a small percentage of your total portfolio that is invested with us. No hourly fee or flat fees for meetings or consultation. We have an investment in your portfolio. If it does well, we'll do well too.

YOU still aren't sure? Of course you're not. How about the opportunity to meet with us at NO CHARGE just to see who we are and what we can do for YOU?

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