Our Firm

Independence, Experience, and Service

Advice that is independent- We understand that knowledge alone is not enough.  Advice that is objective and independent is essential in the planning process.  We have no quotas or proprietary products.  We've built a firm based on processes, technology, and product choices that are in your best interest.

Knowledge and Experience- Our Advisors have an average of over 10 years experience in the financial services industry.  In addition, they have a commitment to ongoing education and staying up to date on current tax laws and planning techniques.

Clear Service Expectations- Our firm model is based on two experienced professionals per 45 clients.  One Certified Financial Planner, CFP® and one experienced Financial Consulting Analyst team up to deliver our proprietary service platform: WealthPlan 360°.  Our commitment to service helps ensure a consistent experience for our clients.

WealthPlan 360°- Combines an experienced Financial Planning Team with an extensive service platform to create a unique planning experience for our clients.  Our proprietary platform provides an integrated strategy that combines Guidance, Organization, Planning, and Tracking Reports that keep our focus on you and your goals.