Broker Check

“Luck is what happens when preparation meets opportunity.”

Seneca (Philosopher)

The personal attention we provide is one of the primary reasons that many of our clients become partners for life.

We believe long-term relationships are more important than short-term gains, and we’ll never sacrifice the former for the latter.

Dedicated Resources

You don’t want to leave something as important as Financial Independence to one person. That’s why we bring national resources together on a team that will benefit each client. And since every strategy we recommend is custom designed to you, every team is pulled together based on your areas of concern.

You may have your own trusted advisors such as an accountant or attorney. We’re happy to collaborate with them.


Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; and communication that builds understanding and trust - these are the commitments we make to each of our clients.

If this is the kind of partnership that makes sense to you, give us the opportunity to personally discuss the benefit of our work with you. We are confident you'll be glad you did.