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.

If you are approaching retirement, transitioning to retirement (reduction in workforce or unforced) or currently retired, you have come to visit the right place. We have been serving clients since 1992, assisting them in accumulating retirement assets, developing reliable retirement income plans, supplemental income plans, and common sense financial planning. We have worked with clients who have come from large corporations as well as clients who have owned their own business, corporate executives and physicians.

If you happen to be a physician, corporate executive, legal professional, or business owner, you have more concerns then most, such as liability issues, income replacement issues and stock option issues. We are especially a practice to consider as we have developed special expertise in these areas, please click on the link that describes you.

I have also extensively worked with  Women in Transition and Single Women. Whether you have recently found yourself in charge of finances or have been managing your affairs for some time, there are often unique challenges that women face - Especially during today’s uncertain economic times and volatile market We specialize in creating a long-term professional partnership based on trust. Since 1992 we have been assisting women with services that help them reach their dreams and desires.

Second Opinion Service Given ongoing uncertainty in the economy and the growing challenge of accomplishing individual goals, nearly 90% of affluent investors welcome a second opinion on their families’ finances.* 2010 Matt Oechsli Report.

We recognize that financial goals are often intertwined, so we also take in account goals such as education savings, second home or other savings goals.

Not every client has wealth to manage at first – that is why we also have the “rising star” program for those clients that are just starting out or have just begun their journey towards financial independence. Many times a “rising star” is a younger professional or relative of a current client or someone who just wants to succeed in their financial life.

Please feel free to click on the highlighted areas above to get a glimpse at what we can do for you, then call our office or email us to schedule a complimentary, no obligation exploratory meeting at which time we can determine if our practice is a good fit for you.

Consider giving our high touch, caring approach a try by setting up a meeting today and find out why our motto is “Most people talk – we listen”

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.