What We Do is an independent financial planning firm founded on the belief that clients are best served by professional, unbiased guidance. Our unique, client-focused approach, delivers a comprehensive suite of creative solutions tailored to the individual needs of everyone from corporate executives, owner-managers of closely held businesses to seniors drawing retirement income.

Our Standards

We strive to build long-term relationships with our clients based on open, honest and clear communication. In doing so, our clients have peace of mind knowing their needs are continually being addressed. This allows them the freedom to focus on life’s other pursuits.

Our Approach

At, we focus on listening first, always taking the time to understand each client’s unique needs. Our approach is holistic in nature and utilizes our Strategic Process of Discovery. The result is clear mutual understanding and a foundation for all planning considerations. In addition to our areas of practice, we maintain strategic alliances with a network of highly skilled accountants, lawyers, investment counsel and other professional advisors. Drawing on these resources when needed allows us to best serve the needs of our clients.

Our Mission

Our mission at is to be the standard by which financial planning firms are judged in terms of professionalism, innovation and client service.