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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 18, 2017

The Markets (as of market close September 15, 2017) Stocks followed the prior week’s plunge by surging to record highs last week. The Dow, S&P 500, and Nasdaq reached new all-time highs during the week, as each of the indexes listed here posted impressive gains. The small caps of the Russell 2000 led the way, …

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MARKET WEEK: SEPTEMBER 11, 2017

The Markets (as of market close September 8, 2017) Retail gas prices surged as Hurricane Harvey forced refineries to shut down, leading to curtailed petroleum shipments. Higher gas prices cut into investors’ pockets, prompting them to move money from stocks to bonds. Each of the indexes listed here lost value last week, with the exception …

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