Our Firm

As a financial planning organization, we provide you with information and services to help identify your estate, financial, insurance, tax, retirement, securities, and investment needs. We will also work with you on your business succession planning and employee benefits needs.  Then, we provide you with access to the tools and products to help meet those needs.

  • Planning for your future financial success in these complex times requires a broad knowledge of everything from ever-changing tax laws to the best ways to avoid needless estate shrinkage.

We are dedicated to helping you:

  • Identify your goals;
  • Analyze your current program;
  • Develop a financial plan based on sound advice and knowledge;
  • Implement that plan with updates on a regular basis.

The key to our success and yours is our concept of a team effort.  We have a staff of consultants who have the knowledge, experience, and sophisticated support systems you need to choose the right financial strategy.

Best of all, we have never lost sight of one essential element – personal service.  You'll have the resources of a large company and the personal attention of dedicated staff to help you chart your course of action for financial success.  We believe the true value of your program is measured by the service you receive AFTER your plan is implemented.