Comprehensive, complete, stable and continual. Our services are customized to be personal to you and the needs of your family. You should feel secure knowing that your investment and trust assets will be managed prudently by professionals who put your interests first.

Financial planning can provide the answer to the many questions you may have.

When can I retire? How much do I need to save? How much do I need to have when I retire? These are all common questions to a complex situation. Our firm can provide you with summary responses to many of the traditional and non-traditional questions you may have concerning your financial situation. Our financial planning process involves a detailed questionnaire providing our firm with a unique insight concerning your personal balance sheet.

Our firm is fortunate to have two Certified Financial Planners (CFP) on staff. While many people may seek the opinion of an advisor, it is important to understand that the educational background of the advisor can be just as important as their investment experience. Many things have changed over the past several years concerning financial planning techniques. Our planners and investment analysts are required to complete up to 40 hours of continuing education every 24 months. This provides our firm with a fresh perspective that takes into consideration the financial planning aspects of tax, estate, and investment management.