Our investment management program is built to “keep us on the same side of the desk” as you! We strive to make sure that we are unbiased in our investment decisions and only work with non-proprietary products.

Financial planning is the compass that sets the course for evaluating the investment options available that will help bring goals and dreams into focus. Our approach to financial planning begins with a personal discussion about your goals and dreams. We strive to have the “heart of a teacher and not a salesman” when it comes to working with you towards your goals. Allow us to show how we can simplify your financial life and make sure that the monies you have are targeted towards what’s most important to you!

We offer personal and confidential financial consulting by the hour.

Do you have too much insurance or not enough? Allow our team to work with you to make sure you are adequately, but not overly covered for life, long term care, disability, etc.