Our Mission

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

HOW? 

Thorough Comprehensive Discovery Interviews, Financial X-rays, Diagnosis and Prescriptive remedies related to Financial issues and personal concerns.

A Focus on your WANTS, NOT just basic needs as most other "advisors" limit your real potential.

Learn more

TO DO?

Put "The Experienced Financial Doctor for Mortgage, College and Retirement concerns" to work for you NOW while you can.

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."