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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: SEPTEMBER 26, 2016

The Markets (as of market close September 23, 2016) Buoyed by news from the Fed and the Bank of Japan that measures intended to stimulate the economy would continue — at least in the short term — U.S. stock and bond prices posted gains for the week. While the response last Wednesday and Thursday was …

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MARKET MONTH: AUGUST 2016

The Markets (as of market close August 31, 2016) With no Federal Open Market Committee meeting and little news to jar the markets, the lazy, hazy days of August seemed to lull investors into a state of lethargy. Trading was light and volatility, limited. Despite the fact that several of the indexes tracked here posted …

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