Our Philosophy

Our philosophy of financial planning is:


  • to gather adequate, reliable information about a client's personal financial situation;
  • to determine the client's goals and objectives, time horizon, and risk tolerance;
  • to analyze all of the foregoing information in an objective manner and to develop recommendations for our clients in the interest of rendering informed advice.
  • In a personal financial planning partnership, we endeavor to consistently act on behalf of our client and to place his or her interest ahead of our own.
  • We want you to be educated about your own financial affairs and to take an active role in managing them.  

  • It is our goal to become your primary financial adviser and to coordinate the efforts of your other advisers in your best interests.