General Info

We provide truly objective financial guidance based on your unique goals. We do this in ways others do not. Because we are independent, we are not tied to any one specific product line. Our affiliation with Commonwealth Financial Network, an independent broker/dealer, allows us to choose from a wide range of options in order to find the one best suited for you. Our focus is you! The better we know you, the better the guidance we can provide. We ask questions, we listen, and we look at the big picture before making our recommendations. Your financial well-being is our primary interest. We want you to call us about anything and everything that impacts your financial well-being. We want to stay closely connected to your needs. Our call-us-anytime style means that we want you to let us know about any concerns or changes that occur as your life unfolds.