We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Personalized planning for your financial goals, aspirations and investment needs.
Our clients always come first. We must provide the highest level of service, assisting them in the attainment of their financial goals and objectives. Our investments and services must be of sound quality.
Our goal is to help our clients establish a step-by-step retirement plan and investments to match their risk profile and goals. We utilize both fundamental and technical point and figure methodology in our individual stock portfolio selections.
We are committed to providing the highest level of service. We have a combined total of 37 years experience in the investment industry and would welcome the opportunity to develop and monitor a financial plan to meet your individual needs!
Our comprehensive range of investments and services includes:
- College 529 plans
- Life insurance and annuities
- Long term care planning
- Mutual funds
- Pension and profit sharing plans
- Retirement planning
- Trust services
- Estate planning
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David Larson
Investment Executive
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Janina Wendt
Office Manager
