Our Qualifications

We have been working with individuals and businesses in the area dating back to 1966 and have extensive personal and professional experience.  Further, each of us hold the Certifed Fanancial Planner designation and are qualified and licensed to sell a variety of investment and insurance products.

WHY CFP® CERTIFICATION MATTERS

Most people think all financial planners are "certified," but this isn't true. Anyone can call himself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism. CFP Board's Standards of Professional Conduct require CFP® professionals to look out for your interests above their own.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.