contact information

driving directions

Second building on the right on 6th street just after Midland Ave. Take the driveway entrance just before the building.

hours of operation

9 am to 5 pm, Monday through Thursday 9 am to 4 pm, Friday Closed Saturday & Sunday

about us

We are a comprehensive financial planning firm helping individuals and families build stronger financial futures. We believe that investments are just one piece of the puzzle and our team is dedicated to helping you with every aspect of your financial life, whether you are preparing for retirement or saving for your first house.

We can help you clarify your options and show you what your hard-earned wealth represents: choices, comfort, and freedom. Our goal is to remove your anxiety about the future and give you the reassurance of having a road map to your ideal life.

We Help You Make Good Decisions About Money

Our team of professionals has over 150 years of combined experience helping clients pursue success in the ups as well as the downs of the market. Our experience teaches us that creating personalized strategies for each client based around their unique situation leads to better long-term outcomes.

As advisors, we focus not only on retirement planning but also on helping our clients with every important financial transition. Whether you are saving for your first house, preparing for your children’s education, or working toward a comfortable retirement, our team can help. We can also help you build bridges with the next generation of your family to help ensure that your children and grandchildren are on track for a successful life.