Who We Serve

We are not a firm that is interested in narrowing the scope of our investment planning services only to high net worth individuals. As such, we serve a broad spectrum of clients who are experiencing a gap among the services offered by traditional advisors (accountant, attorney, stockbroker, insurance agents). Our clients are largely successful professionals and business owners who have not had the time, expertise, or inclination to manage their finances as professionally as they manage their businesses. While we specialize assisting individuals and families through the income phase of their retirement, we also offer services in education funding, business succession planning, employer sponsored retirement plans, pre-retirement planning, estate planning, and more.

No matter who you are or in what stage of life you currently find yourself, your finances are complex enough to require sophisticated financial strategies and coordination. If you want to develop an intelligent strategic plan to optimize the return from income and investments, reduce unnecessary taxes, build/maintain retirement income, fund your children's education; or if you find yourself at a crossroads such as occurs at retirement, upon the sale of your business, or when receiving an inheritance, we hope you will call and find out if our services may be right for you.

To see a current listing of the states in which we are licensed to do business, please see the bottom of the page. If you are interested in doing business with us but reside outside of the states currently listed, please contact our office so that we can discuss the possibility of becoming licensed in your area or direct you to a colleague who might be able to assist you.