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Our Firm

We are a full-service, fee-only  financial advisory firm committed to helping people pursue their financial goals. We integrate financial planning and investment management for individuals and business owners. We believe this comprehensive approach better ables clients to identify clear goals, make more informed decisions, and utlimately achieve and maintain a healthier financial life.


Please call us if you have any questions about our firm or the range of financial products and services we provide.  We strive to communicate with our clients' other trusted advisors:  tax preparers, estate planning attorneys and insurance professionals to insure complete planning.