Who We Are
What makes us different?
We begin with an understanding of your risk tolerance then determine the appropriate asset allocation based on your goals. We take pride in helping investors understand the risk factors in their portfolio and develop strategies to help achieve their goals while attempting to minimize risk as much as possible.
We build and manage custom portfolios based primarily on your risk tolerance using a variety of publicly traded securities. We follow a rules based approach that we believe helps to eliminate a market timing bias.
Our team approach to financial planning offers you a broader scope of experience than you will likely find in any one person. We work to understand your unique circumstances and ultimately create a plan that provides a road map for your financial journey. We'll work with you towards the goals you set for building and preserving your wealth.
Our expertise
retirement planning
As you enter your retirement years, we recognize the importance of managing risks so you can feel comfortable in realizing your financial objectives. From establishing a long-term financial plan, assessing healthcare needs, or analyzing your social security benefits; we can help with it all.
Education planning
The options for setting aside education funds for children and grandchildren have grown exponentially over the past two decades! We can help you determine an appropriate strategy to save for private primary school as well as college and advanced degrees.
Business Retirement plans
Business retirement plans can be an attractive incentive for bringing in new employees. We work with multiple businesses to offer different plan types to their employees including SEP IRA’s, SIMPLE IRA’s, and 401K’s.
Meet the Team
Our team approach to financial planning offers you a broader scope of experience than you will likely find in any one person. We come from diverse backgrounds that allow us to help our clients with diverse strategies.
