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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: MAY 1, 2017

The Markets (as of market close April 28, 2017) Tech-heavy Nasdaq reached 6000 for the first time in its history last Tuesday. The small-cap Russell 2000, which surged for much of 2016 but fell back earlier this year, rebounded over the past few weeks, attaining a record high of 1419.43 by midweek. Better-than-expected quarterly corporate …

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MARKET WEEK: APRIL 17, 2017

The Markets (as of market close April 14, 2017) With the United States and many global markets closed for Good Friday, stocks ended the short trading week lower. Trading volumes were low for much of the week, as investors may be concerned with rising tensions overseas in Syria and North Korea, and the continuation of …

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