​ASSET PROTECTION

We believe in a disciplined, goal-oriented approach to managing your wealth. This includes focusing on long term goals and not day-to-day market swings.

​FEE ONLY CONSULTING

What happens to you and your family if your income stops due to death or disability? We offer a comprehensive review of life, disability, and long-term care insurance contracts. We represent many of the largest and highly-rated insurance carriers in the industry.

We, along with your attorney, can help make sure your final wishes are carried out. This includes asset disposition, business continuation, and estate liquidity.

​INVESTMENT MANAGEMENT

​ESTATE PLANNING

Are you saving enough today in order to create a future full of choices? Will you outlive your income or the other way around? We can put an exact dollar amount on these questions.

What will it cost to send my child to college? What is the most efficient way to adequately prepare for higher education?

​EDUCATION PLANNING

​RETIREMENT PLANNING

For those looking for a detailed written financial plan, we offer objective fee-only consulting services.