Since 1986, I have found that a team approach is the best method to help clients effectively develop and pursue their financial goals. One professional cannot do it all. This approach allows us to draw on each team member’s unique gifts, talents and experience. We can then apply that to the client planning and investment management process potentially resulting in more effective solutions and outcomes.

I invite you to discover and experience the power of our team approach and the full array of our Retirement Planning Services, including our Planning, Education, Advice & Consulting (PEAC™) Program. We believe it has far reaching benefits for our clients.

Naturally, no one strategy fits everyone. That is why every client gets our undivided personal attention – from planning to execution to follow-up. We take a proactive approach to helping you formulate your goals, develop a strategy and manage your financial affairs, making adjustments along the way.

I welcome you to check out all of the material on our website and use it as a resource. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you!

President/CEO