Why Use This Tool?

We specialize in personalized financial planning and investment portfolio management. We assist clients in developing a strategy for formulating and reaching their investment goals. We work with clients in all income brackets, both retirees and pre-retirees. We offer strong analytical and client service skills as measured by portfolio performance and client retention. Our personal service includes individual portfolio design and implementation through no-load mutual funds. Our compensation is fee-only.

Our experience includes over thirty years in the financial services industry; the last fifteen in financial planning. We have cultivated long-term client relationships over that time.