Reaching your goals requires a disciplined approach and a prudent investment philosophy. Our decades of experience and genuine commitment to you means we'll be here to help guide you and your family into the future.

    Solutions to Meet Your Needs

    As your net worth increases, your investment products, risk management strategies, and retirement preparation become increasingly complex. Our experience allows us to offer a full range of services and guidance to address all areas of your finances, so we can help you reach your financial aspirations.

    Wealth-Management-Icon

    Wealth
    Management

    Use an all-inclusive wealth management strategy that is focused on your goals and long-term dreams to help get you there.

    Retirement-Planning-Icon

    Retirement
    Planning

    Take advantage of our extensive experience with IRAs, 401(k)s, and rollovers from company-sponsored plans to help manage your retirement goals.

    Portfolio-Management-Icon

    Portfolio
    Management

    Create your strategy using individual securities, customized model portfolios, index investing, or managed account solutions.

    Financial-Planning-Icon

    Financial
    Planning

    Let us build your individualized plan with our access to the industry-leading planning software from MoneyGuidePro®.

     

    Insurance-Services-Icon

    Insurance Services

    Learn how we can help protect your family with term life insurance or service your existing variable annuity insurance protection.

    Financial-Guidance-Icon

    Financial Guidance

    Rely on us to offer you valuable education or guidance when you need to address the myriad of financial issues you may face.

    Advisor-Connections-Icon

    Advisor Connections

    Let us direct you to our extensive and trusted network of local attorneys, CPAs, and tax preparers to assist you with tax and estate planning.

     

     

    Take Confidence in Our Investment Philosophy

    For more than a half-century, we’ve remained committed to offering our clients experienced guidance and personalized investment strategies to serve their unique needs. Prudent investment management and taking the time to get to know you and your unique situation are the keys to helping you reach your dreams.

    We believe in investing over a long period of time. We are not day traders; instead, we continually scrutinize our investments for their suitability, durability, and consistency. Traversing both bull and bear market cycles requires investors to stay aware of changing economic and investment conditions. We can advise you through shifting markets, directing you towards your goals.

    A Process That Revolves Around You

    We create a customized plan for your financial future by taking time to learn about you, your unique situation, and your financial aspirations.

    • Discovery

      Our first discussion is dedicated to getting to know you and what you want to accomplish. This will help us offer you advice that's based on your objectives.

    • Gather Data

      We’ll review your statements, balances, and policies. We’ll also take the time to uncover your feelings about money and risk.

    • Present Action Plan

      You’ll get a comprehensive strategy with options and action steps, so you can make informed decisions.

    • Implement Plan

      We’ll make the investment decisions, determining the securities, mutual funds, insurance policies, and annuities that best fit your situation.

    • Ongoing Review 

      We will continuously monitor your portfolio and work with you to make adjustments along the way.