Financial Planning

Our team of CERTIFIED FINANCIAL PLANNERS® helps you organize all aspects of your financial life.  We work with you to form an orderly, actionable plan.  This can include reviewing your budget, education for your children or grandchildren, retirement accounts, real estate, insurance, and estate documents.

Our periodic review process keeps your plan on track to achieve your life goals, managing the bumps along the way.

Investment Management

We are an independent registered investment advisory firm.  We design and implement a portfolio tailored to your needs.  We handle the investment selection, trading, and cash flow management based on a prudent investment philosophy.  Our team’s experiences at big Wall Street firms have convinced us that the independent advisory approach is the most appropriate for our clients

Tax Advisory

We partner with Henning, Dowdy & Jones , a CPA firm.  Through this alliance with a team of tax experts, we provide you deeper tax planning when appropriate