Life-long client relationships are built on honesty, good communication, and value adding services.  No decision is ever made without the clients' best interest in mind.  Financial planning and other consultation engagements are only offered when I feel that real value can be given to the client.  This philosophy makes me not only your financial advisor, but your advisor for life.  Reasonable fees, low cost tax preparation, honesty, and integrity have made me a life advisor for many of my clients.

Investment advising and asset management are offered on a no-commission, fee-only basis.  In addition, comprehensive Financial Planning offers clients an unbiased view covering all the areas of their personal finances.  Since all financial decisions are interrelated, one decision can effect several other areas of your life.  I have found that the best way to maximize client wealth is to take a in-depth analysis of all the areas of their personal finances.

My ultimate goal is to improve the quality of my clients’ lives. While this goal is measured and accomplished differently for every client, many of the steps and processes to achieve these goals are similar. These activities fall under three main categories; comprehensive financial planning,  investment management consulting, & tax preparation.

I focus on these three important tasks to help my clients achieve their dreams, both financially and personally. I start by stepping back from the day-to-day changes in the marketplace, and view the big picture. I help my clients explore all their goals. Once I have a clear picture of where my clients want to go, I can start to evaluate where they currently are and what it is going to take to reach their destination.