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. 

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Check Out Our Video Rotator Below

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


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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Navigating Uncertain Times

Navigating Uncertain Times

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.