Selecting the right professional to help you establish a comprehensive financial planning program is something that deserves a lot of attention and thought. We recognize the fact that there are many financial planning organizations, banks, and brokerage firms around.  However, we strongly believe there are solid and important differences that set us at the top for the services that our clients want:

We are registered with the Securities and Exchange Commission, we are members of the Institute of Certified Financial Planners, National Association of Personal Financial Advisors, and hold all the significant designations, such as CPA and CFP.  This is important to our clients because it demonstrates our dedication to excellence.  Our clients benefit because we are able to offer the broadest range of financial planning and investment counseling services.  Even more important, this is an extension of our commitment to the highest level of integrity and professionalism.  Our clients have "peace of mind."

Our investment management services are offered on a fixed-fee basis providing our clients totally objective advise and direction.  This precludes any possible conflict of interest.  Click here to learn more about why you need a fee-onlyŽ financial planner.

Our approach is based on determining the goals and objectives of our clients in creating a financial management program.  Everything we recommend is then tied to these defined goals.  This benefits the client by establishing a pro-active atmosphere -- rather than reactive -- lowering the risk factor.

Our highly personalized approach to developing a financial strategy is unique in the field.  Our clients benefit by having a plan that is molded to their specific needs and goals...not by having the client molded to fit an existing plan.  This is very important when designing a retirement plan.  We will educate you on the various options so that you can make an informed selection.

Our clients select their level of participation in implementing their plan.  This gives the client the flexibility to work within their own comfort levels.

A safety net for our clients exists since we never take actual possession of the client's resources.  In addition, written reports are provided to all parties on a regular basis.

If you have any interest in becoming a client, please send us an e-mail or go to our contact page to see our phone numbers...