Our Mission Statement

Our company provides comprehensive financial planning that addresses every major area of importance to private clients and small businesses.  We have built our company on 5 Pillars.

These 5 principles support the foundation that all of our advice is built upon.  They are as follows:

Process:  We will adhere to a disciplined repeatable process that we believe is absolutely essential in order to deliver customized, creative and effective recommendations.

Customized:  Every client deserves and shall receive a holistic plan that is unique and tailored specifically to their own needs.and objectives. 

Technology: We will use technological advancements in the field of wealth management to our client's advantage at every opportunity that it presents itself.

Independence:  We will maintain our independence from corporate influence or parties outside of the client/advisor relationship that do not contribute to the optimal financial benefit of our clients.

Fiduciary Duty:  Lastly, and most importantly, we shall provide advice that is in our clients' best interest before our own, 100% of the time and without exception.  

Welcome to my Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.

I am here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit us often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update my information, and wouldn't want you to miss any developments in the area of personal finance.