Financial planning is an ongoing process that involves:

• Goal setting
• Risk assessment
• Development of an investment plan
• Retirement and education funding
• Tax strategies
• Estate planning

You are unique!  By getting to know you and your personal financial goals, we can identify your needs and help you develop and maintain an individual plan to achieve those goals. 

As Certified Financial Planner™ Professionals and Certified Public Accountants, we understand the complex relationship between investments and taxes, and offer our clients the benefit of our knowledge and years of experience.

As members of the National Association of Personal Financial Advisors, we are fee-only financial planners.  This means we are objective. We sell no product, only our objective, value added services, and we fully disclose all compensation.  We have an institutional relationship with Charles Schwab and Company, which provides secure, custodial services for the funds we manage.  Stringent policies are in place to protect your confidentiality, and we have taken a fiduciary oath to always put your interests first.

In addition to your personal situation, we consider global economic conditions and other challenges in developing and updating your financial plan.  We can help you achieve success by clarifying your personal financial goals, developing individualized strategies to achieve your objectives, and monitoring your progress.

 Let us help you with your plan.  We look forward to hearing from you!