Our goal is to provide personalized financial and estate planning services and products to assist successful people in seeking to accumulate wealth, preserve wealth and provide for the people they care about. 

  We are a family owned business that offers customized and creative solutions to your financial needs. We aim to develop a long-term relationship as your “first call financial advisor.” We invest time up front getting to know and understand you, your goals, wants, desires and plans. We work with you to create a personalized plan to help you attain your goals and objectives.

 We provide continued assistance to keep your plan current through our regular review meetings. We are independent by choice, preferring to work for you, not for one company. This allows us to shop the market to find appropriate solutions for you. 

 

 

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Newsletters

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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