Broker Check

Our Approach

Live Life. Worry Less. Managing Your Financial Future since 1988. 

More than a tagline. Encompassing the many facets of sound, comprehensive financial planning, our knowledgeable and experienced team of advisors strives to create a relationship with our clients that lessens the day-to-day stress of financial worries and planning, allowing clients to spend more time on what matters most to them: family, friends, hobbies, travel, volunteering, and their other interests. While we can’t stop the 24-hour news cycle, we try to do our part so you can live life and worry less.

Our Commitment to You as Your Financial Advisors 


  • Assist in developing and prioritizing realistic financial goals by conducting an in-depth analysis of your current financial status as it pertains to your income and investments, insurance planning, and estate planning.

On a continuing basis:

  • Meet to review the initial financial goals on a periodic basis to determine if any modifications in the implemented strategy need to be considered in light of changes to personal and/or environmental circumstances. 
  • Analyze and interpret current economic events to determine their impact on the investment strategy being utilized; discuss any changes suggested by the advisor. 
  • With regard to taxation, confirm that all possible strategies are considered in minimizing the payment of income and death taxes, if applicable, and adjust as necessary to changing events and/or tax laws. 
  • Confirm no changes are necessary in coverage relating to all insurance matters, including life, disability, and long-term care protection. 
  • Confirm that cash flow needs are being met and review where it is most advantageous to generate the needed income; consider if distributions should be taken for tax considerations. 
  • Review current company benefits, if applicable, to ensure benefits properly coordinate with the overall financial goals and current investment strategy; coordinate strategies around company benefits, if necessary. 
  • Review the current allocation of the investment strategy to confirm it meets current risk tolerance.
  • Review current estate plan and beneficiary designations to ensure no changes are required. 
  • Communicate ongoing educational information utilizing e-mail and social media along with quarterly newsletter (to supplement in-person meetings and phone conversations).  

Experience Counts 

  • Combined 65+ years of industry experience
  • Designations include: JD (law degree), MBA, CFP®, ChFC, CLU
  • 100+ combined hours of ongoing continuing education and training annually
  • $250+ million AUM (assets under management)  

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

Thank you! Oops!