With the complexity of today’s marketplace, it is critical for us to understand who you are and what you want to accomplish financially.  We

take the time to discover a clearer picture of your personal finances, investment return expectations, time horizon, and risk tolerance so that we can develop a successful investment strategy and tailored asset allocation guideline unique to your

investment objectives.

Financial planning is an essential tool to help navigate unexpected events with the ultimate goal of providing the confidence and security necessary during both the working years (wealth accumulation) and retirement years (wealth distribution) of an individual’s life.  However, such planning requires

 a lifetime commitment, not only from you but from us as well, your

Financial Planner.

We assist employer-sponsored retirement savings plan administrators and/or named fiduciaries in designing a fiduciary process and in developing and executing an investment management program.  We hold fast to professional practice standards of care as required by ERISA in advising on existing retirement plans or in the creation of new retirement plans.