Mission Statement

The challenges retirees face today can be daunting, intimidating and overwhelming. At our firm, we have the client—and only the client—in mind. As an independent financial advisor we work for you and not the rest of the financial world.

Our mission is to get to know and understand your needs, wants, and long-term goals. Proper education, guidance and managing to a personal blue print is a key component to your success. Our comittment to implement and monitor your stratagy will give you the confidance and peace of mind to enjoy the next journey in life. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing, preserving wealth and minimizing taxes. All of our energy, commitment, and efforts are focused on you...the client.