About

Our mission is to partner with our clients on all of their financial decisions by providing independent advice, appropriate education and extraordinary service; all delivered with the integrity that holds their financial needs above our own. Through our broker/dealer, LPL Financial, who holds FINRA & SIPC memberships, we offer: stocks, bonds, mutual funds, long term care and life insurance, annuities and much more. We are commission-only advisors so we do not charge extra advisory or management fees. Come visit us online, on Facebook or call us for a no-obligation, free consultation!