facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Services


Solutions | Investment Management | Retirement Planning | Tax Planning | Insurance | Health Savings Accounts | Employer Sponsored Retirement Plans

Financial Planning

Financial planning is a long-term process, not a one time event. Whether you have had a formal financial plan written or not, you have probably begun your own financial planning. You may have purchased life insurance, contributed to a retirement plan, or saved money for an emergency fund or college savings account.  These are all pieces of a financial plan. Working with our advisors can bring these pieces together for the bigger picture. We can help you see how each piece of your plan works with the others. Will will review the plans you may have made, whether purposeful or not, and to determine if you are on track to accomplish your goals and what adjustments you can make today to impact your future.

Our Process

Our process starts with you - Where you are today and where you want to be. We want to understand what is important to you, not us. You may have clearly defined goals in your mind or, you may not have seriously considered certain aspects about your future and that's ok! We will walk you through many aspects of your financial life to understand what you have already made plans for and where we can add value. We will present you solutions and recommendations and then help you implement them.

We are prepared to work with you for the long-term and we expect things to change as you move through life. Marriage, children, grandchild, illness, job loss, and home purchases are just a few of life's potential "game-changers" that could necessitate a change in your financial plans!  We will be here every step of the way.

Let Us Know What's Important to You: