Life-long financial management is not a sprint, it’s a marathon. 

Let’s run the marathon together! When you work with us, we are always ready for a phone call, or a face-to-face strategy meeting.  We are always ready to forge ahead, reassess your needs, and be of service to you, regardless of how markets behave. 

Whether you’re at the bottom of the hill getting ready to climb, or on your way back down the mountain, we are with you for the long-haul. 

When we meet to discuss your portfolio, we call it a strategy session, rather than a review. Of course, it’s important to look at the past performance to understand how far we’ve come, but we are always forward-thinking, keeping our eyes on where you’d like to be based on your time horizon.



Analytical based financial plans. Result-based financial planning. 


Financial Planning

  • Full analytical analysis
  • Goals and variance tracking
  • Results-oriented 


  • Bonds
  • Equities
  • ETFs
  • Mutual Funds


  • Life insurance
  • Annuities
  • Indexed annuities
  • Long-term care
  • Disability

Business Succession Planning

  • Buy-sell


Estate & Tax Planning