The Team Approach = Well Rounded Financial Decisions

I believe good financial advice is given only after the Client’s Investment, Tax and Legal environments are taken into consideration. We utilize a vetted team of independent professionals to help develop Investment Planning strategies for our clients. We often work directly with your existing CPA* and Attorney*. Our team includes in house CPA's* and Attorneys* and if needed a Lending Specialist, Group Benefits consultant and an Insurance specialist. I feel the quality of our advice is increased from the close communication of this team. Our clients appreciate the convenience of having a team of professionals available to help meet their needs.