Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Services 

As skilled professionals in financial planning, we'll create a financial strategy exclusively for you based on your own personal goals, desires and expectations. Attainable - Understandable - Personalized.  In short, what you would design for yourself if you had the time and the training.

We recognize the need to consult with your other trusted personal and business advisors. It's important that any financial strategy developed for you be coordinated with other advisors and programs already in place.

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Fees

Our initial review of and/or consultation regarding a client's financial situation is always available free of charge. If we decide that it makes sense for us to work together, we base our fees on the amount of work involved and the scope of service required. As we aim to provide financial solutions aligned with our clients' best interests, compensation is discussed as part of an overall planning approach prior to performing any work. Because we believe so strongly in service and transparency, It's important that our clients understand exactly how we are compensated as well as the true value of how we help plan for and implement a successful and rewarding financial future.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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