Individuals & Families

Since 1994 our fee-only firm has been objectively advising individuals and families. We've provided guidance through the dot.com bubble, the great recession, and the continual evolution of the financial industry. We know where we are and how we got here, and can help you feel comfortable where you are going.

Our team brings a holistic approach to each client relationship. We consider how the pieces of your financial puzzle fit together. If the pieces don’t fit, we’ll let you know and create a solution that best suits your goals.

OUR SERVICES

Investment Management...so you can sleep at night

Financial Planning...so you know where you are going

Risk Analysis & Management Strategies...so you know you are protected

Retirement Planning...so you know what lies ahead when the paycheck stops

Estate Planning...so you feel confident your plan will endure for your heirs

Situation Advising...so you have an objective opinion when life happens