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Why Us?

We provide personalized, financial advisory services to empower our clients to take control of their financial future.  Our team uses a holistic and customized approach to understand each client’s unique goals and provide the education and financial tools necessary to achieve financial freedom.

We Educate, Advise, and Empower

The financial world we live in today is the most complicated economic system in human history. We’re living longer, making less, spending more, getting fewer employer benefits, and are forced to choose among a maddeningly complicated set of financial tools and resources. More and more, individuals are burdened to make their own prudent financial decisions based on endless, and often conflicting, information.  Our team provides the tools, education, and essential financial literacy skills necessary to decipher this information and successfully navigate every milestone, setback, and significant life event to achieve financial freedom. Here are some of the ways we help our clients:

  • Financial Planning
  • Investment Management
  • Retirement Income Planning
  • Risk Management Strategies
  • Business Planning
  • Estate Planning
  • Employee and Executive Benefits
  • Employee Education and Guidance
  • Tax Minimization
  • Special Care Planning
  • Career Specific Strategies

Why We're Different

While it is the duty of the financial advisor to guide clients to their financial goals, much of the financial services industry has done a poor job earning the trust of the average person. 

So why are we different? We put our clients first.  We take the time to understand each client’s unique circumstances, goals, and challenges, and provide education and direction to help them achieve financial freedom. 

Our financial planners take great pride in forming trusted, long-term partnerships with each client and providing continuous support that accommodates evolving financial needs and goals.  Lastly, our team (link to team page) represents an extensive and diverse breadth of experience and expertise and strategically joined forces to ensure we are providing the best possible resources and guidance to each client we serve. Aside from our licenses, our team takes being educated seriously. We have the following industry leading designations represented on our team.

  • CFP® -Certified Financial Planner Professional
  • ChFC®—Chartered Financial Consultant
  • CLU®—-Chartered Life Underwriter
  • AIF®—Accredited Investment Fiduciary
  • CASL®—Chartered Advisor for Senior Living
  • RICP®---Retirement Income Certified Professional
  • LUTCF—Life Underwriter’s Training Council Fellow


If you would like to have a no-cost consultation with a member of our team to see if you are on the right path and explore whether we might be a good fit to work together, connect with us below:

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