We believe that Experience, Integrity and Trust should be the foundation for every client relationship.

Our Approach

Investment Management*

  • Low-cost Global Investment Approach
  • Dimensional Fund Advisors Funds
  • Tax Deferred and Tax Efficient Portfolios

Retirement Planning

  • IRA Rollovers & Roth IRAs
  • Retirement Plan Recommendations
  • Retirement Income Projections

Financial Planning

  • Segmented Planning
  • Coordinated Financial Planning

Estate Planning Assistance**

  • Wills
  • Trusts
    • Revocable
    • Irrevocable
    • Special Needs
  • Durable Powers of Attorney
  • Health Care Powers of Attorney

Tax Return Review/Assistance**

  • Personal Return
  • Business Return

*  No investment strategy can assure a profit, or avoid losses in periods of declining markets. ** Services may include coordination with other advisors.