We Specialize In

We specialize in building long-term relationships with clients and may be the right fit for you if:

  • You would value a financial plan that includes retirement planning, investments, insurance, estate planning, and taxes.
  • You would value having your portfolio professionally managed because you do not have the time or interest to manage it yourself.
  • You are open to a long-term partnership with a financial planner. While you would be free to end our working relationship at any time, we prefer partnering with our clients for many years to help them manage their evolving financial circumstances.
  • You have high integrity, communicate well, and are fun to work with.
  • You prefer a professional, yet relaxed, setting.