Who Benefits From Your Service?

Any individual or family seeking financial peace of mind can benefit from our services. We serve people from all walks of life. Clients have the flexibility to work with us on a one-time, as-needed, or ongoing basis. We welcome clients who simply need a one-time financial consultation or second opinion, as well as those who need full financial planning or ongoing investment management services. In addition, any business or organization seeking quality unbiased financial education for their employees or members can benefit from our financial education seminars. Our seminars cover topics such as federal employee retirement benefits, women in retirement, life after divorce, social security optimization, long-term care risks and solutions, and income planning.