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Our Clients

Our clients range from young couples with children who are still in the very early stages of their financial lives and are simply seeking someone that can guide them with a financial plan that makes sense for them and their family . . . to someone who is changing jobs and needs advice on what to do with their prior company retirement plan . . . to someone who is facing a major change in their life (layoff, divorce, death, marriage, children, inheritance, etc.) and needs help putting together all of the pieces of their new financial life . . . to someone that needs to have their estate planning documents reviewed . . or needs a review of their tax situation . . . to those that are selling their family businesses and need advice on what to do to preserve the value of what they worked so hard to build . . . to those that are simply in the later stages of their financial lives and need guidance in investing for retirement in a manner that makes sense for them. Our clients come from all walks of life but they all have two things in common . . . a need for financial guidance of some sort . . . and the fact that each one blesses us with a life story and a new challenge for us to work through.

We invite you to discover and experience the confidence you will gain by allowing us to serve you.

Each of our clients are different and certainly no one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Our goal is to develop a close relationship with our clients that is based on trust and a deep understanding of our clients’ needs and to earn the privilege of serving their financial needs over a long period of time.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.