Independent - Forward Thinking - Transparent

Welcome to our Website where you'll find a wealth of information in the form of newsletter articles, calculators, research reports and more.  We 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. 

We have created this website to help you gain a better understanding of the financial concepts behind investing, retirement planning, estate and insurance planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

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

We have learned from experience that many educated busy people simply do not have the time to effectively manage their own financial matters.  To prepare a financial plan with the same level of care as that of given by a professional advisor would take you considerable time, effort and research.  We always strive to help!


ADV Part 3 - Client Relationship Summary - Version 06/24/2020