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, plans and ideas.

Guide - Create and update the plans that are unique to you.

Our clients:

Our clients live an active and enthusiastic life.  They're 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 suitable investment and risk strategies.

A sample of how we serve our clients:

  1. Saving and investing for retirement.
  2. Creating income plans and sources during retirement.
  3. Helping clients address unique persona; and transitional issues and questions that may arise before, or after, retirement.
  4. Investment analysis and advisory.
  5. Estate planning and preservation.
  6. Life, health and disability insurance advisory and analysis.
  7. Employee benefit plans, resources and strategies.
  8. Family business plans and strategies.
  9. 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

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.