Servicing our clients with premiere Financial Services

World-class financial services


Planning icon
Licensed Professional Fiduciary
This is where we spend some time getting to know each other.  This helps me to understand you ,  your money personality.  What you have done in the past and where you want to go.  This is a living and breathing plan that changes when things happen in your life! I utilize eMoney which is the most state of the art planning tool.
Investment icon
Investment Management
Backed by Financial Science
Ongoing management of your assets.  Utilizing Individual stocks, ETF's, Mutual Funds and Bonds. Ongoing  management fee starting at .95 basis points
Consulting icon
35+ years of experience
$2500.00/year Flat Fee
Includes a full financial plan and 4 deep- dive portfolio reviews per year.

6 steps to secure your financial future

Ensuring every client gets our support every step of the way


Your Story

This is where we spend some time getting to know each other and seeing if it will be a good fit. I take to time understand your situation, your goals and your money personality.



We delve deeper to fine tune your wishes and your fears (what your dreams are and what keeps you up at night!


On Paper

We would prepare a Balance Sheet. Assets and Liabilities, Income from all sources, etc.


Co-create Strategy

We use eMoney to create the original plan and then your wishes and fears are put into play.


Implement Strategy

 We move accounts, consolidate, create investment management plans that are right for you!



This is where  our job really starts.  We revisit and revise as needed.  

Ready to make the first step into your Financial Future?

Need a plan? Have questions about our services? Click the button below to get in contact with us