Broker Check

Why Choose Us

A Tailored Approach

We understand that prospering in your second half means different things to different families. This is why our signature service is holistic financial planning and wealth management. While our process is the same for everyone, our plans are tailored for the unique needs of each family. By proactively meeting, communicating frequently, and keeping you updated on your investments and planning strategies, we believe we can build stronger relationships that last for years.

Independence

As an independent firm, we are not tied to any proprietary financial products. We are solely focused on our client’s objectives and expectations. Our mission is to help find the most appropriate, reasonably priced financial products that are best suited for each family. We utilize a consultative, not a sales approach.

Power of Network

We are powered by LPL Financial, the nations largest independent broker/dealer as reported by Financial Planning magazine, June 1996 - 2017, based on total revenue.

A High Level of Transparency

With something as personal and emotional as your finances, trust and transparency are essential. As such, our fees will be clearly communicated to you before and during our relationship. Simply, we can be paid in three ways: payments to us for financial planning and consulting, advisory fees for investment management, and commissions for placing insurance products and brokerage transactions.