
Our Firm
As an independent firm, we are committed to offering complete objectivity and unbiased advice.

Our Services
We offer a full range of investment and financial services and have access to a wide array of solutions.

Our Approach
We strive to build long-lasting relationships with our clients, offering education and guidance.

Our Professionals
Our team approach offers a range of services to provide more benefits to our clients.

Our Resources
Our resource center offers a broad spectrum of timely, informative articles written with you in mind.
Resources
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
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