It all begins by talking.  Our initial consultation usually lasts about an hour and there is no cost.

Do you have one goal or many?  Is it planning for an event like retirement, or needing help with an investment portfolio? 

What is getting in the way of you achieving your goals?

Here is where our office goes to work for you.

How do you get the most from your investments, minimize the tax, and be confident in the process?

Our experience and resources will allow us to find a strategy that you can live with while giving you an opportunity for a successful outcome.

Now you have a strategy and specific steps to implement your strategy or financial plan.  

We apply an educational approach for all recommendations. It's our belief that understanding brings confidence.

Things change over time.  People change, markets change, and goals change. 

We monitor and proactively contact our clients with updates, ongoing advice, and educational material.