We are primarily fee-based advisors, not commission-based, meaning that we are in this together with your best interests always first. Our firm specializes in helping individuals and families develop sound financial strategies that evolve with you. Wherever you are on the Journey of Life, we want to make sure all of your bases are covered. We want to help you answer that question, “Am I where I should be at this stage of my life?” Or “Are there changes I need to make to get to where I want to go?” We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, employer benefits, insurance, and preserving wealth.
We understand the many challenges of financial life today and know the biggest concern for many is security and stability. We focus on money management, as well as other issues that are critical to your financial well being.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
email@example.com | 518.357.3858