Let us be your guiding beacon to make a difference in your financial life!
Welcome and thank you for visiting our website. This site has been designed to become a helpful resource for you. As you browse through our Website, you will find information about our firm and the services we provide, but have also included useful resources such as informative articles in our Newsletter section and interactive financial calculators in our Financial Tools section. Additionally, we have taken the time to gather many links to external Websites that we felt would be of interest to visitors and our clients in the Internet section.
Like a shining beacon, we will continually show you the clearest path to your financial destination. We will work with you to develop a financial strategy that will suit your particular situation. As independent consultants, we can objectively service our clients' needs by developing and implementing a comprehensive financial program best suited for them. We look to develop long lasting relationships with our clients, beginning with the initial consultations and continued guidance through their financial endeavors.
We pride ourselves on our ability to provide personalized service in a friendly and timely manner. The FILESHARE portal was developed to provide a secure and convenient way to exchange data with our clients. TAX NOTEBOOK was developed for our clients to exchange their tax information with us in a secure manner.
If you already have your own financial advisors, we are flexible and willing to work closely with them to achieve your goals. Please feel free to contact us with any questions or comments you may have. We will always be responsive to your questions and needs.