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Professional Guidance for Your Financial Future

You have goals, we have expertise. Together, we can chart a course to your financial success.

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We Work For You 

We Work For You 

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. 


Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Our Process

We create strategies that are tailored to your needs and goals. 


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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Our Advisors

For Dentists

We provide financial planning and investment services for the dental professional.

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WORDS WE LIVE BY


  • "Spend the golden eggs, but don’t slaughter the goose!"

    - Melissa Shaw CFP®

  • "The journey of a thousand miles begins with one step."

    - Lao Tzu

  • "Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do."

    - Mark Twain

  • "Most people don’t plan to fail, they fail to plan."

    - John L. Beckley

  • "Risk comes from not knowing what you’re doing."

    - Warren Buffett

  • "Financial security and independence are like a three-legged stool resting on savings, insurance and investments."

    - Brian Tracy

How Much do You Know About Investment?

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."

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