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If you are seeking unbiased financial advice — without account minimums or conflicts of interest — you have come to the right place.

Today, more than ever, consumers need trusted advice they can count on. The unstable economy and so many financial choices can be overwhelming – almost to the point of inaction. Now…you have an advocate. Someone who is on YOUR side and who understands what YOU need. Because of our fee-only financial planning basis, we work by the hour or with a customized package, we can give you the advice you need – pressure free!

If you want advice, but perhaps not just investment advice, or if you want an objective perspective on budgeting or paying down debt, you’ve come to the right place. We also specialize in retirement planning, estate planning, divorce financial planning, and tax planning and preparation.

PURPOSES OF OUR SITE ARE:

  • Provide timely information on the markets, investments and financial planning
  • Enhance communication with existing clients
  • Provide introductory information to potentially new clients
  • Build relationships with strategically allied business partners
  • Serve as a financial knowledge resource for both our local community and the global community

Thanks again for visiting us online. Enjoy your visit!

MARKET WEEK: FEBRUARY 13, 2017

The Markets (as of market close February 10, 2017) The stock indexes listed here posted a strong week of gains as the Dow, S&P 500, and Nasdaq each achieved record highs. Long-term bond prices also rose last week, with the yield on 10-year Treasuries falling 6 basis points. Favorable fourth-quarter corporate earnings reports, coupled with …

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ANNUAL MARKET REVIEW 2016

Overview The year 2016 likely will be remembered for the election of Donald Trump as the 45th president of the United States and the Brexit vote. This year also saw the Fed raise interest rates for the first time since last December, noting that the labor market has continued to strengthen and that economic activity …

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