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Our Story

We entered the financial services industry because we felt a need to help our friends and community plan for their goals. We know how difficult it can be for today’s investors to navigate the world of financial planning, which is why we use our knowledge and experience to help them create, implement, and follow through with their tailored plan.

Our customized, personal investment plans can help answer questions you may have such as:

  • When can I retire?
  • What’s the risk in my investment portfolio?
  • Can I afford to send my child to college?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Should I consider long-term care insurance?
  • How can I create a steady stream of income that lasts through retirement?
  • How can I get the most out of my 401(k) and/or IRAs?

Our team are CERTIFIED FINANCIAL PLANNER™ professionals, which means that we adhere to the highest standards of ethics in our industry, provided by the CFP Board. We act as stewards of our clients’ finances by serving in their best interest in all that we do.

Our goal is to help clients develop a financial roadmap, feel confident with their investment strategy, and pursue financial independence.