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What We Do

Financial Planning

While there is definite value in the separate management of your investments, taxes, insurance, and estate, our 50-year experience has shown us that the greatest value comes from a comprehensive coordination of all these elements into a cohesive strategy that addresses all your goals throughout each phase of life.

Investment Management

Through an intentional and attentive approach, the management of your portfolio starts with a relationship. We feel that to truly know what’s in your best interest, we must truly know your interests the best. Therefore, our aim is to develop life-long relationships, and the trust that this approach fosters will allow us to help you navigate the opportunities and uncertainties of investing over time.

Risk Management

Attempting to manage the risk of losses can prove a difficult task in life. We take a measured approach in understanding the financial impact that the loss of an asset may have on your individual goals, and help you take steps to insure against those losses of which you may be unable or unwilling to assume.

Retirement Plan Services

The retirement plan environment today has become very complex and, at times, down right confusing. Since 1982, we’ve walked with business owners through the ever changing minefield of retirement plan laws and regulations to help with the selection and management of plans that are right for their business and their employees.

OUR STORY

It’s uncommon to find a firm that has successfully provided unparalleled personal attention to its clients for more than 50 years. We attribute much of our growth and longevity to our personal relationships with our clients, independent and objective financial advice, and a team-based approach.

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Our Commitment

Our client’s are the most important people to our firm. We are solely committed to helping our clients pursue their goals through the proper management of all available financial resources.

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  • Henry David Thoreau
    "Go confidently in the direction of your dreams. Live the life you have imagined."
  • "And in today already walks tomorrow."  
  • Peter Drucker
    "Long range planning does not deal with future decisions, but with the future of present decisions."
  • Someone’s sitting in the shade today because someone planted a tree a long time ago.