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Our Services

Financial Planning

We welcome the opportunity to work with you to develop a financial plan that will give you the clarity and confidence you need to navigate the future. Then, as your circumstances change over time, we will update the plan so that it becomes a dynamic template for evaluating your options and setting a future course.

Investment Management

We provide our personal guidance, knowledge and experience to help you manage your financial life. As an independent advisor, we don’t represent the interests of any particular fund, company or financial services provider. Most important, we are proactive partners who work every day to provide you with clear, unbiased advice that’s based on the best data available.

Insurance Programs

We consider every aspect of your financial life and often find areas in which insurance can complement your larger portfolio. The range of possibilities varies but, considered carefully, the right insurance program will provide a level of security that no other type of investment can match.

Tax Planning Services

 We believe that your tax work deserves the same high level of analysis, research and decision making that you would devote to any other aspect of your financial life. That’s why we provide direct, personal consultation on tax matters from a highly experienced team that can evaluate all aspects of your financial situation to achieve the best tax outcome.