Our Services

We are an independent firm. Independence allows us to manage your investments without pressure or influence from any particular financial entity. We do not work for a bank, insurance company, or other investment corporation, so there are no proprietary products to push nor are there sales quotas to...

Whether you are ready to retire now or are looking forward to retirement in the future, these are some of the common questions we can help you answer: Can I afford to retire now? If not, when? What should I do with my retirement accounts? Can you help me with my social security options? How will I...

Wealth planning is based on the idea that even small changes can yield large gains in your family's lifetime finances. Some of the common questions that we hear are: What strategies am I not thinking of to enhance and protect my wealth? Can you help me keep up with changing laws? What are my long...

Do you have a specific need for which you would like advice? Even if we do not manage your investments, we would be happy to engage in a consulting agreement for either a flat fee or an hourly rate. Examples include: Retirement Projections and Planning Social Security and Pension Analysis Selling...

When was the last time you had a professional, detailed analysis to determine the effects that premature death, disability or a long-term care need would have on your family? We are an independent firm with a robust research team . If insurance is needed as a risk management tool, we can search for...

Do you wish to align your investments with your values? We may be able to designate a portfolio that screens to align with your values either by avoiding particular companies that contradict your principles and/or investing in companies that support your beliefs. Common values based investing can be...