Our Services

Financial Planning and Consultation Services

Our financial planning services are intended to help you navigate your financial life and help you to secure your financial future.  We can help you to identify your financial goals and then create a road map to meeting them.  Needs can be singular, like a secure retirement or multi-faceted, like retirement planning, education funding and buying a vacation home.  Whatever your financial needs are, we will help create the plan to achieve them.

Our financial planning services are an hourly fee-based service.

Investment Advisory Services

A financial planning analysis necessitates the need to save and invest to meet your financial goals. We build and manage custom investment portfolios designed to do just that.  As independent advisors we are not limited to only proprietary products and investments but have access to the full range of investable assets necessary to construct a portfolio best suited to your needs. 

Our advisory service fees are based on assets under management.