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What Can You Expect?

Your client experience matters to us. We have been fortunate to be in business for over 40 years. From that experience we have learned it is important to set good expectations. We act in your best interest and our goal is to be your trusted adviser. Our rules of engagement allow us to be transparent and set the right foundation for a lasting relationship.

Our Rules of Engagement


We must enjoy working together. Life is too short to not surround yourself with positive relationships that you enjoy.

Mutually Beneficial

Our relationship must be mutually beneficial. There must be mutual honesty, trust, integrity and loyalty. When one party feels like they are giving more the enjoyment begins to disappear.

Lifelong Advice

Our goal is to be your trusted adviser and provide you ongoing financial advice. Life constantly evolves and we want to be your trusted resource and sounding board.

The Planning Process

Everything you own and everything you owe.

We spend time getting to know you, understanding your current financial situation, and where you want to go.

Find Your Track

Our planning process is defined by finding the right track for you to be on. We will develop a plan you can understand and helps get you to where you want to go.

Investments that Fit You

Once we define the track for you to be on, we evaluate your current assets and investments. We want to be sure your investments fit your life plan and risk profile.