Our Services

Our financial management process begins with you!  We believe that trust is built through long-lasting, quality relationships. And when trust is built, accomplishment and success usually follow. Our practice is to listen, learn and understand your financial situation. Your financial well-being is at the top of our list so we will tailor solutions to help you reach your financial dreams.

To insure our planning and investment management services are aligned for your success, our initial meeting is offered free of charge and without obligation. It’s a time for you to talk with us about your goals and dreams. We’ll discuss how you feel about money and may ask you to take a risk tolerance questionnaire.  We work on either a commission and/or fee-based agreement.  Our bottom line is that we will do what’s best for you!

Our primary services are:

  • Asset Allocation Program
  • Retirement Planning
  • 1031 Exchanges (for accredited investors only)

We are licensed in the states of California, Arizona, Colorado, Connecticut, Delaware, Florida, Illinois, Missouri, New York, Oklahoma, Oregon, South Carolina, Utah, Vermont, Washington, and Wyoming.