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What We Do

Communication and trust are at the heart of everything we do. We are passionate about developing long-term relationships, standing beside you through the many changes that life inevitably holds for us all. We understand you and your needs because we share many of them, too. From financial priorities like retirement, or educating our kids, to other goals like career aspirations and creating a sense of community at home and at work, we view everything from a place of unity and understanding.

We make working with us as accessible as possible through our transparent fee-based services. We also hold fiduciary status, meaning we’re legally bound to put your best interests first, always. We hold ourselves to the highest ethical standards, so you can feel confident that your money is being used to serve YOU, not us.

Financial Planning

Comprehensive financial planning and priority setting that gets you from today to all of your tomorrows.

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Divorce Financial Planning

Press the reset button and move forward in your new life with financial confidence.

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401(k) Rollovers

Get ready to enjoy your retirement knowing that your income needs will be met and that your retirement accounts are in order.

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Education Professionals

We help education professionals  understand their unique path to retirement.

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Healthcare Workers

You spend your days serving others. We are here to serve you. We specialize in financial planning for health care workers. 

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Second Opinion Service

How do you know if you are on the right path? Find out by asking us some simple questions.

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Already working with a financial advisor? No problem, we offer a second opinion and a cup of coffee with no fees and no commitment. Get in touch with us to find out if you are on the right path.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.