Our Firm

Our long time clients are familiar with our consultative approach to providing financial advice. 

Before Financial Planning was an accepted discipline we understood the importance of an independent view of personal finance.  We have a "bottoms up" approach to learning about you, your individual concerns and goals.  Just as a puzzle is put together piece by piece, our goal is to help you  formulate a plan for your future one piece at a time. 

 While nobody is able to predict the future; we have always been proud of the services we’ve provided and considered our clients to be the most important part of our business. In difficult times we want to talk with you more not less. 

Perhaps you have a friend who is discouraged with their financial situation or  who is antcipating a life changing event such as divorce, retirement or sending children to college.  Maybe you know someone who just needs to talk with a financial professional more often; why not tell them about us and how we may have helped you.