Broker Check


Since 1982, our focus has been to Listen, Educate, and Guide.

Listen - Discover what matters, and is most important, to you.

Educate - Discern and respond to what we have heard you say with resources, considerations, action plans, and ideas. 

Guide - Create and update goal-oriented solutions that are unique to you and your family, using your financial resources to help you achieve your goals.

Our clients:

Our clients live an active and enthusiastic life.  They are generous, philanthropic, and outwardly focused.  They believe that wealth means more than simply having money.  They define success in life in the following terms:

  1. Personal Relationships
  2. Financial Resources
  3. Active Lifestyle
  4. Spiritual Development
  5. Intellectual Stimulus

We assist clients in protecting their wealth/business through comprehensive planning, goal-oriented investment and risk strategies.

A sample of how we serve our clients:

Retirement planning:

  • Saving and investing for retirement
  • Creating income plans and sources during retirement
  • Helping address unique personal and transitional issues and questions that may arise before or during retirement

Financial transitions:

  • Investment analysis and advice
  • Education planning
  • Receiving an inheritance
  • Purchasing a new home

Personal and family changes:

  • Estate planning and preservation
  • Empty nest syndrome
  • Sending the kids off to college

Health challenges:

  • Life, health, and disability insurance analysis and advice
  • Dealing with aging parents
  • Grieving the loss of a loved one
  • Illness of a child or spouse

Work and Career transitions:

  • Employee benefit plans, resources, and strategies
  • Family business plans and strategies
  • Job/career changes

Coordination and assistance with other areas of your life that may require attention - including legal, accounting, budgetary. (This results from relationships we have forged with partners in other professions and disciplines)

Flexibility in Serving Clients

No two people or their dreams are exactly the same. Our philosophy is simple: one size does not fit all. We can work with you in a variety of ways as we are "plan centric" ... not "product centric" in our approach to serving clients:

  1. Fee-based asset management
  2. Retainer fee for consultation, advice, and planning
  3. Assist in acquiring financial products, such as life insurance, as needed.