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About Us

As full-service consultants, we offer clients an assortment of quality, non-proprietary investment choices.  If you would like further information, please contact us, by phone or by e-mail.  We can help you make sense of today's investment climate.  We are here to help educate you about the basic concepts of financial management.  

We know there are potential rewards available when you take a proactive approach to your personal financial situation.  

Questions you need to answer for yourself:

What does my retirement look like?

Where will I live?

Where and how will I spend my time?

How much money do I want to have each month?

Will I need as much income as I have today?

Will I need more?

Will my home be paid off?

Will I sell my current residence and buy a retirement home?

You get the idea whatever it is, we help you get it on paper so you can look at it.