General Info

Our slogan, "Strategic Planning In A Complex World" is more than a saying, it's our commitment to helping individuals and families pursue their goals and dreams. We believe this is best done, once we know your own personal values that guide your life. Retirement is a celebration, a new chapter in your life. You want to focus on what is most important to you, travel, friends, family, and seeking your own personal purpose. We know moving into retirement can be challenging, trying, and often confusing. Our experienced planning team will help prepare a financial strategy in line with your own personal values and goals. We believe retirement planning is effectively managing the income needed from your life's work. We can help you unravel the maze of confusion from complex IRA rollover and transfer rules to creative estate planning strategies. It is not our goal to become the largest advisory firm in town, Just the best. We love what we do. We enjoy working with financial matters-but we don't consider numbers to be our business. People are our business. In fact our best day is a day spent meeting with our clients. As a small team of skilled professionals, we are involved with everyone of our clients. And we plan to keep it that way! What that means to you is that we are committed to your personal situation and you will always remain one of our most important clients. We are committed to long-term relationships that mature and grow with your assets. As independent financial advisors, our only loyalty is to you. Our relationship with LPL Financial, our nations largest independent Broker Dealer, provides you the best of both worlds; security and resources of a national broker dealer combined with the personal attention of experienced unbiased professional advice. Below is some information on why we chose LPL Financial as our Broker Dealer: LPL Financial has been the # 1 independent Broker Dealer for the past 15 years (based on total revenue, as reported in Financial Planning magazine June 1996 - 2011) 12,799 affiliated representatives* Service to 727 financial institutions* 2,726 support staff in three headquarters in Boston, San Diego, and Charlotte* 316.4 billion under advisory and brokerage assets* 96.3 billion in assets in LPL Financial's fee-based programs* *As of September 30, 2011