Live Your Legacy with Purpose
Your legacy is about more than just inheritance – it encompasses your values, your favorite activities, and your passions as well, and living your legacy with purpose can be the key to enjoying a more meaningful retirement.

Our Firm
For over 45 years, our firm has been providing individuals like you with the confidence to handle your unique financial situation so that you can focus on things that matter to you.

Our Services
We are proud to offer various services for our clients in financial planning, investment management, tax planning, insurance, and more.

Our mission
Our ultimate mission is to provide families with objective, independent advice, and a highly personalized road map for them to follow in order to achieve success in retirement.
Core Values
Passion to Help Others
Our passion and desire to help, motivates us each day to make a positive impact in the lives of each other, clients, and community. We want to help build and leave a legacy that impacts future generations.
Integrity
We strive to be accountable, responsible, and truthful in all our bactions with each other and our clients. Through this ideal we uphold the fiduciary standard of care and put our clients’ best interests first.
Engagement
We strive to partner with each other and our clients by involving and aligning our decision-making process to achieve the best possible solution. Our focus through active communication is to move toward a goal driven outcome.
Relationships
We strive to support each other and build meaningful lifelong relationships by showing genuine interest in the lives and wellbeing of those around us. We are proactive.
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobel
Understanding Risk
By taking a 5-minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, allowing you to align your current portfolio with your true investment goals and expectations.
Financial Planning
Our team will carefully develop a unique, thorough financial plan for you that addresses each and every one of your financial goals and needs.
Investment Management
With our time-tested Bucket Strategy, we can provide you with principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and financial goals.
Resources
Our goal is your success. Below are some resources to help you have a successful financial future.
Presentations
Managing your money involves more than simply making and following a budget.