Our Firm

Our Firm provides fee-based planning and wealth management services to business owners, professionals and other middle affluent clients. We believe in a comprehensive approach to planning, and as such we provide a panorama of services including our Financial Clarity Planning Process, a full line of diversified investment products*, and a complete employee benefits packages for small businesses. We use a team approach in analyzing and planning a client's retirement plan, investment portfolio, income tax strategies, risk management, estate planning and business succession issues. Recommendations are based solely on your specific needs, circumstances, and goals, We focus on helping you get to where you need to be to financially confident.