Bringing You Sound Solutions

Life-Tested Strategies

We have been helping clients with comprehensive financial planning and investment management services for over 50 years. We use our education, experience, and a broad spectrum of tools to help individuals, families, and businesses make critical decisions for their unique circumstances. With independent, timely information and research and comprehensive customer service, we work to be a trusted partner in your lifestyle financial consulting process.

Guiding Your Next Steps

Our grounded approach to your financial security can offer you confidence in protecting what you have built and pursuing the goals you have set. Whether it’s planning for college or retirement, investing for the future, or saving for the short term, we have the experience and the tools to help you take your next steps toward financial freedom.

Advice for “Life Happens” Moments

When you need to adjust to unexpected changes, we are ready to help. We have been there before for so many of our clients, so we can help guide you through the challenges you may face. We have the experience to help you navigate these important moments and provide the know-how you need to move forward with confidence.


Approaching
Retirement

Whether you’re a couple of years away from retiring or already living in retirement, we’re here to help you through the process.




Sending a Child
to College

Let us help you through the journey of funding college, tracking key dates, making big decisions, and taking on new responsibilities.




Renovating
a Home

Remodeling your home can throw a wrench in your finances, so let us help you plan ahead to keep your home improvements on budget.




Caring for Aging
Loved Ones

If you find yourself in the position of providing care for a loved one, thinking and talking about decisions is critical. We are here to help.




Death in
the Family

We are here to help you address some of the challenges you face when a loved one dies.




Managing an
Inheritance

Rely on our experience to provide you with clarity when inheriting assets―whether you're a beneficiary or someone authorized to act on their behalf.




Confronting
Divorce

We can help you untangle the process and provide our insights and recommended next steps.




Managing a
Job Loss

If you have lost your job and source of income, we are here to help you determine what to do next.



Interested in learning more? Schedule a consultation today to see how we can help you.


Contact Us