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Proactive Planning with a Personal Touch

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About Us

Our goal is to know our clients' goals and needs first, and then to provide them with the knowledge and guidance suited to their particular situation. We help our clients consider the consequences of the numerous choices available to them, and seek to guide them in making good decisions that complement their goals and dreams. We believe our guidance gives clients a greater chance of reaching their goals because we help them do what is emotionally uncomfortable but financially productive.

We focus on continuing education for our clients because we want our clients to engage in their financial wellbeing.  Also, we want our clients to be well informed, prepared, and confident when facing important decisions.  Lastly, we want our clients to have fun; this is why our Educational Meetings include topics like travel.

We provide a high level of service to our clients and communicate often through phone calls, personal letters, e-mails, and newsletters.  We understand that in order to maintain lasting, long-term relationships, we must respond promptly when clients contact us with questions or concerns.
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Upcoming Events

We strive to provide you with free, financial guidance that will help you move toward your life goals. We hope you’ll join us! To register, simply click the link below. Upon registration, the event details will immediately be e-mailed to you, and you will receive a 1-hour reminder e-mail on the day of the event.  Contact Christine Parks if you have any questions.

It's Different This Time with Scott Edgcomb, Associate Director, Investment Product Specialist of MFS

Thursday, May 20, 10:00 AM - 11:00 AM

Asset Allocation Considerations for a Changing World


The Economic Outlook: A New Year But Risks Remain with Lindsey M. Piegza, PhD, Chief Economist

Wednesday, June 16, 4:15 PM - 5:15 PM

Navigating Dementia and Cancer Diagnosis Through Guided Planning with Kevin Zurawski, Regional Vice President, Transamerica

Thursday, July 1, 4:00 PM - 5:00 PM

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