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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!

QUARTERLY MARKET REVIEW: JANUARY-MARCH 2016

The Markets (as of market close March 31, 2016) The first quarter of 2016 started with a whimper as equities suffered several weeks of losses. However, as March came to a close, several of the indexes listed here recovered enough to finish the quarter in positive territory. The Dow picked up 260 points to close …

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ANNUAL MARKET REVIEW 2015

  Overview Volatility may best describe the equities markets for the majority of 2015, as they were impacted by economic stress in China and Greece, coupled with underwhelming corporate earnings reports, falling oil prices, and terrorist attacks here and abroad. While some economic sectors, such as housing and labor, offered favorable news, others, including exports …

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