We focus on helping you manage risk and cost through broadly diversified, passively managed investment portfolios. We hold ourselves to the fiduciary standard, the highest in the industry. This means we enthusiastically accept the legal responsibility and obligation to serve our clients’ best interests at all times.

Whether you are concerned about when you can retire, how to fund your child’s education, or how to properly execute an estate plan; we can help.  We can serve as a resource for questions when unexpected events arise as well.  Give us a call no matter your financial question.  We are here for you.

We evaluate how much and what kind of insurance is appropriate for you.  Then we shop to find the right carriers for your particular situation and make sure you are not over paying.

We can evaluate your budget and help you find opportunities to save money.  It is not uncommon for us to find that clients are paying thousands of dollars a year for services that should cost much less.

One of the best ways to attract and retain good employees is through a group benefits package.