It’s not always about money
We believe that our clients’ needs are best served by blending the science of financial analysis with the art of human understanding. We believe that a financial plan must be as unique as the client it is designed to serve.
We provide comprehensive financial planning for families, small businesses and professional practices. Our services include retirement and estate planning, investment management as well as life and health insurance. Notary Public services available.
Because we feel that financial planning is a lifelong process and because most of our new clients come from referrals, we do not need to charge an up-front fee for the preliminary planning process.