Our mission is to utilize financial planning to build a financial plan that finds that point of balance between maximizing your quality of life through spending power, while not putting yourself in financial jeopardy. No one wants to run out of money, and fewer still want to be the richest person in the cemetery. Once we identify that balance and craft your financial plan, we implement that plan through investment & account management as well as through tax planning & preparation, so that you can achieve and maintain a consistency of lifestyle regardless of the outside economic conditions.

Our Approach

We follow a team approach where our clients are a client of the firm, as opposed to just one particular advisor.  We feel that by harnessing the power of the expertise of every member of our team, we can deliver better advice than firms that just assign you to one particular person.  Although our clients have dedicated points of contact, they like the freedom of being able to consult with one of our CPA’s that has direct knowledge of their tax situation or our client services director to get things done right away without having to wait.  The whole team is intimately familiar with all of the components of our clients’ financial situation.  Having all of the components in one office actually makes a difference this way.