About Us

Financial Management

  • Independent Financial Management Planning Services
  • Focus on our client’s financial relationship and needs
  • Large enough to meet all of our client’s needs, boutique enough to focus on specific needs
  • We offer solutions first, then discuss the right products
  • Value-added services

Client Programs and Events:

  • Workshops: Educational presentations to discuss current financial topics.
  • Client Advocate Program (CAP): An opportunity for our clients to introduce their friends, family, or co-workers to the firm.
  • Client Appreciation Program: An event to show how much our clients mean to us.
  • New Client Event: A means to welcome new clients to our firm.
  • Growth Initiative: The process of growing our firm through introductions and referrals.
  • Monthly Mailings: Economic updates, emails, and articles to keep you up to date with the financial world.