We are a full-service financial firm that takes a comprehensive, proactive approach to our clients’ finances. We offer services for your wealth management, financial planning, long-term care, and insurance needs.
We have combined over 90 years of industry experience. Our credentials include: Certified Financial Planner (CFP), Chartered Life Insurance Underwriter (CLU), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary (AIF), and a Master of Science in Financial Services (MSFS).
We are independent financial professionals, which means we have no obligation to any banks, insurance companies, or investment firms to provide their products. We offer objective advice to meet your financial goals.
Our relationship is one of mutual trust and respect. We are placed in a fiduciary role – one in which we hold ourselves responsible to always do what is in the best interest of our clients.