Financial Planning

» What we do


As a fully independent registered investment advisory firm, our interests are completely aligned with our clients.  Our allegiance is solely to our clients – we are not owned by or affiliated with any financial entity such as a brokerage firm, investment bank, or money manager.
In addition to managing our clients’ investments to reach their stated financial goals, an especially important aspect of our financial planning approach is making an assessment of the various risks each client faces followed with an outline of possible strategies designed to protect them and their loved ones.   To this end, we can assist you to make proper decisions regarding life, health, disability, property and liability insurance.  Also, we assist our clients with the evaluation of wills, trusts, powers of attorney, health care proxies and more.