FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
Professional Guidance for Your Financial Future
You have goals, we have expertise. Together, we can chart a course to your financial success.
Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies.
Whatever your goals, we can help you put together a plan with minimal hassle and maximum results.
Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
Understanding the SECURE Act
Stay Safe with a B.O.P. At Your Back
The Long Run: Women and Retirement
Should I Invest in Gold?
It Was the Best of Times, It Was the Worst of Times
When Special Care Is Needed: The Special Needs Trust
Our services range from financial planning to investment management. No matter what, though, our focus is always you.
We create strategies that are tailored to your needs and goals.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We provide financial planning and investment services for the dental professional.
- Melissa Shaw CFP®
- Lao Tzu
- Mark Twain
- John L. Beckley
- Warren Buffett
- Brian Tracy
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.