About Us

We are an independent retirement planning and wealth management firm. We place important value in the relationships we build with our clients, our most valuable assets. We measure our success by the strength of these relationships and the high standards of quality and ethics that allow us to maintain them. We will conduct business in an honest and loyal manner while seeking to enhance our knowledge and services for the wellbeing of our clients.

We represent many different companies in areas of financial planning, investments, long-term care insurance, life insurance, 401(k) rollovers, retirement planning, wealth conservation and more. After weighing our clients’ needs, we find the best products available based upon strength, performance, cost basis and service.

We believe in a multi-faceted approach.  Therefore we pride ourselves in providing a team of financial and insurance professionals with well-rounded expertise and experience.

In addition, we have formed strategic partnerships with other business owners in industries related to ours in which we have confidence working together and referring our clients, including estate planning attorneys, real estate attorneys,  property and casualty agents, and more.

One of our top goals is to become your trusted advisor and resource for solutions for all of your financial and insurance related needs and services.