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Investing is about more than money. As independent fiduciaries, our clients individual needs come first. This is why we believe planning always comes before investing.

Your Wealth of Knowledge
With over 100 classes available throughout the valley, we believe that financial education  is the first step in wealth management.

Your Partner, Your Advisor
Our meetings are  designed to understand your situation, concerns, goals, and dreams. We then custom develop your financial plan.

Your Wealth and Estate, Protected and Preserved
Our family of companies considers all forms of threats to your wealth preservation including; tax planning and prep, home, auto and liability insurance, estate planning considerations and even health insurance.

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Register today to receive your FREE copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • Retirement Planning

    Each day, we are working to ensure we can help you build real security. As we build your wealth, we help you protect it, grow it, and preserve it for the long haul. Our job is never finished–and we will never rest–until you feel secure about reaching your goals.

  • Tax Planning and Tax Preparation

    Ideally, your tax and investment strategy is integrated– meaning, as you plan to build wealth, you also make considered moves to retain and protect it. Both goals should be part of any coherent financial strategy, especially if you have sizable accumulated wealth and an estate to protect. 

  • Home and Auto Insuance

    Appropriate insurance coverage is an overlooked part of weath management. It is critical to have the exact right coverage, at the best possible price so we acquire quotes for you from a variety or insurance providers. Overpaying for insurance is an expense that can seriously chip away at your wealth.

  • 401k Accounts, Private Pensions and Employee Benefits

    Bring us your challenges! We have several solutions including Private Pensions and Prevailing MEP. Even though company pensions are all but gone, this doesn’t mean every individual can’t create their own through payroll deduction! 

About Us

Your unique financial situation is different than anyone else. With our individualized approach, we give you the confidence to live your ideal retirement by focusing on your needs, wants, financial goals and objectives.

Our professionals have over a century of combined experience in financial services. You can be confident that a sound financial strategy is more attainable than you might think.

Call 1-800-345-3155 ext. 1  to schedule a meeting at no charge or obligation.

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