Our investment process begins with us gaining an understanding of your needs, attitudes, and aspirations. We emphasize the need for a process to ensure that we are not missing anything important.

The information this evaluation yields becomes the mortar in building your financial program—the better the information you provide, the stronger the bonds holding together our approach.

It is only at the end that we consider what combination of mutual funds, individual stocks, bonds, variable annuities, or life insurance we utilize in your program. Frankly, these are simply a means to an end; we are far more intent on getting a clear picture of what the destination toward that end looks like.

Once your program is implemented we may offer you continued guidance through updates on the performance of your investments and invitations to reevaluate your program at regular intervals. We also encourage you to update us on changes to your life that will impact our decisions.


Some of the Strategies We May Include:

  • IRAs
  • Roth IRAs
  • Rollover IRAs
  • Qualified Retirement Plans
  • Profit Sharing Plans
  • 401(k)s
  • SEPs
  • 403(b)s
  • 457 Plans
  • Business Valuation/Continuation
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Insurance Planning
  • Education Funding Planning
  • Succession Planning
  • Mutual Funds
  • Stocks
  • Bonds
  • Variable Annuities
  • Life Insurance