Broker Check

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Life presents plenty of financial challenges.  You want to retire someday or take on a new business, career or project but have no idea what you need to do or how to get there.  Or you look at the skyrocketing cost of education and wonder how you can ever give your kids the opportunities they desire. 

And then what do you do when life throws you a curveball - your elderly parent become ill and may need nursing care; your spouse passes away and you are left to figure out how to move on; you come what you think could be a great financial opportunity but have no idea how to evaluate it.

Sure, you should be saving for your retirement, your children's educations or for the dreams and goals you have in life, yet what if you do not have the time, the interest or the expertise to navigate through the financial trials you face?

That is where we come in.  Our mission is to be your point person on any financial matter you may face - a fiduciary, as someone who, in a very intimate way, understands your wants, needs and concerns, and will truly look for what is in your best interest. Think of us as being your 411 when you need information and direction in your financial life and your 911 when you run into a financial challenge.

We work with a select group of clients who do not have the time, interest or expertise to manage their financial affairs on their own, and value the advice of an outside professional who can provide guidance in all aspects of their financial lives.

We utilize not only the wealth of knowledge we have accumulated in the years working with business owners and professionals but also a vast network of outside professional resources that we have developed over the years, to assist us in providing the right solutions to your needs.  As a result, you can be free to focus on the other important things in their lives like your career, business and family.