When we first opened the office, we decided to maintain a small client base. To date, we have a tight-knit group of clients; young families, business owners and retirees! We have plenty of time to spend with our clients and we get to know them intimately.
Our focus is on financial planning. We offer professional, pro-active fee-for-service financial planning, often preparing reports on assets and investments, retirement income planning, tax and estate commentary, risk analysis reviews, debt and cash flow strategies and education plans. We don’t engage in transactional business.