Individuals & Families

Your needs are different now than they were 10 years ago. Let us help you find a solution for today. While we’re at it, let’s plan for tomorrow, too.

“The secret of getting ahead is getting started.” Mark Twain

Financial Planning – This is going to get a little personal. We’ll ask lots of questions and get into your business. We’ll discuss your income, assets and resources, your debts and liabilities, your wants and needs. We’ll help paint a picture of where you are today, and then see how we can help get you to where you want to go. Our fee-based planning always starts with a no-cost consultation.

“By failing to prepare, you are preparing to fail.” Benjamin Franklin

Investments – This isn’t your father’s stock market. The landscape for today’s investor is vast, deep and wide. You need an experienced guide to point out the false peaks, slippery slopes and dead-ends. Let us help you navigate. We have access to a tremendous array of financial products, managers and services.

“The aim of the wise is not to secure pleasure, but to avoid pain.” Aristotle

Insurance – Best Halloween costume we ever saw was a kid dressed like an insurance salesman. Terrifying. Nobody wants to buy insurance. Or, worse, be sold insurance. However, when disaster strikes, insurance can have a pivotal impact on your financial welfare. Let’s figure out what your greatest risks are and see if insurance makes sense. We are licensed in Life, Health and Long Term Care Insurance. Hey, don’t judge us. Somebody has to do it.

“In the end, it’s not the years in your life that count. It’s the life in your years.” Abraham Lincoln