With over 50 years of combined experience in the financial services arena, the team is well equipped to provide ideas and strategies to implement a plan to achieve your long term financial success . Our interest is to work with those individuals and small businesses that are looking for a process that does not follow the traditional "financial planning" model which may have failed time and time again.

A successful plan does not rely on "hope".  Investment markets are not linear; cash flows are not static; tax rates change; life events occur; inflation encompasses more than the Consumer Price Index;  all of which will impact any financial plan. We cannot "hope" that these factors are always favorable in order for a plan to work.....because we know life is not always perfect.

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why working with a CFP® professional gives consumers confidence today and a more secure tomorrow.

CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.

Our financial advisors serve clients nationwide. Our collaborative approach helps ensure that all of your financial planning needs are met by a team of experienced professionals. In-person or virtually, we work to be your trusted financial professional.