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Financial Planning & Consulting

Through years of experience, we have seen what works best for our clients.  Our comprehensive focus is on:

  • Cash flow management
  • Risk management
  • Retirement planning
  • Education planning
  • Elder care planning
  • Tax and estate planning

We offer hourly consulting, stand-alone financial planning, fee-based asset management or combination of all. We build a suite of services to satisfy your personal needs.

Our process is simple. We deliver integrated advice and partner with you, driving the plan toward a life-driven plan rather than numbers-driven plan.

We've all heard the saying, 'Working to make a living.' Wouldn't you rather 'Work at living to make a better life'?  Each time we meet, we desire our clients to come away meetings with a little more knowledge of what they are doing and why they are doing it.

We look for people who need our help.  Our clients fall into many different categories.  The common factor: they are all great families in need of assistance with managing life transitions and planning for a great future.

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