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Who We Are

Financial decisions can be particularly confusing and stressful. But, they don’t have to be. We offer comprehensive financial planning services in a style that’s far different than most people experience. Our mission is simple. You have a vision of the future. It’s our job to help get you there through clearly defined financial strategies that are custom designed to fit your current needs, as well as meeting your future life goals. Knowing the plan and how it’s working on your family’s behalf will help you enjoy every step of the way worry-free. Preparing for the future AND enjoying life right now? Why not?

Wait, why do I need a financial planner?

The world of investing is an ever-changing ocean with ebbs and tides that are often unforeseen, but still predictable. Remember the tech bubble of 2000? And the housing bubble that popped in 2008? In both markets, many people unnecessarily lost significant amounts of their investments. Diversification is obviously key, but investors are often their own worst enemies. Multiple studies show, that over time, the average investor significantly under performs the markets due to poor behavioral tendencies. Fear and greed trump discipline and planning. Selling high and buying low is the result. We have experience with volatile markets and can impart that knowledge on our clients so they may avoid devastating emotional mistakes. Having a plan is an integral component to keeping you focused on what matters most, and your emotions in check.

Check the background of this financial professional on FINRA’s BrokerCheck.