Individual Planning

Goal Planning

It is important for us to understand each client’s goals, dreams and objectives. We want to know what we are accomplishing on their behalf.

Investment Management 

We review, monitor, trade, and manage a client’s investable assets. We pick the most appropriate custodian, investment vehicles and evaluate market conditions to allow us to invest based on the client’s risk tolerance and objectives. We also provide objective advice on investments through our three custodians—LPL Financial, Schwab and TD Ameritrade.

Insurance Management

We review, price, evaluate and monitor all insurance coverage (Life, Health, Disability, Long-Term Care, Property & Casualty, etc.) to provide the protection level the client desires. To obtain the best pricing and coverage we price multiple companies. We are able to provide objective advice because we are an independent marketing organization (IMO) or Managing General Agent with over 40 insurance carriers.


We work with our clients to make sure they have clear budgets that are flexible enough for life’s challenges, yet complete enough to help them build toward their goals and dreams.