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What Sets Us Apart

Long-Term Commitment 
We are long-term oriented. We work with you to develop a comprehensive financial plan centered on your goals, with a careful eye toward retirement planning.

A Holistic Approach

We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth. We will frequently advise you about reducing debit and increasing savings.

Informed and Nimble
As investment advisory representatives of United Planners, our investment portfolios are designed similar to an endowment. We are long-term oriented but are still able to move quickly on the margin when necessary volatile market. We want to be able to move quickly, when needed, responding to movements in the financial markets and ever-changing data.

Smooth Ride to Retirement
Our investment goal is to get you to your “after-tax retirement number” based on your investment objectives and retirement goals with as smooth a ride as possible. We carefully monitor your portfolio during market turns.

Cash Flow Management
Once you have reached retirement, we carefully manage after-tax distributions and cash flow to help you build a comfortable “life long” retirement – and assist you in passing assets to family and/or charity.

Family Atmosphere
We treat you like family. Ask any of our clients. Many have been with us for 10, 15, 20 and even 25 years.

Experience and Expertise

Our company offers 85 years of combined experience and hold advanced designations and certifications within the fields of financial planning and investment management. We apply our experience to develop custom financial plans for each individual client.

Strong Principles
Our clients always come first.