As an independent financial planning firm and wealth management firm, we provide customized and comprehensive financial planning services and advisory services on a one on one basis. We focus on objective advice in the areas of retirement planning, income planning, investments, risk analysis, wealth management, wealth transfer, securities, business planning, tax planning, estate planning strategies and insurance planning. We are an independent firm focused on wealth accumulation and wealth preservation. We work with many types of people including Retirees, High Net Worth Individuals, Small Business Owners, Doctors, Engineers, Lawyers, Corporate Executives, Officers and Directors of Corporations and Young Professionals.
As an Independent Registered Investment Advisor and Certified Financial Planner, we act as a fiduciary. We put your interests first. We do not have proprietary products or operate with quotas the way many insurance representatives, stock brokers, or bank representatives do. We are not employees of a major bank, broker, or insurance company hired to represent that firm. We represent you, not the institution. "You First" Our primary goal is to help you reach your financial goals and objectives within the parameters of your risk tolerance.
Our Motto is Knowledge, Integrity and Trust. We work to provide our clients the best possible financial service in the industry. This is a responsibility that we take very seriously.
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As an independent financial planning firm and wealth management firm, we provide customized and comprehensive financial planning services and advisory services on a one on one basis.
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