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Financial Strategies |  Asset Management |  Objective Advice


Our firm has a clear understanding of the financial world and its constantly changing landscape.  Sharing our know-how and insight from this perspective, we are dedicated to providing you with honest communication and personal service - elements we consider to be the foundation for building lasting relationships. 

Our company was founded with the goal of guiding our clients through all of life’s transitions and assisting in the pursuit of financial independence.  We provide clear, easy to understand explanations of the many financial products and services available, and will partner with you to create a personalized strategy that will serve as a road map in working toward a more dependable financial future.

We are proud of our firm’s family tradition.  Our staff includes second generation financial professionals, and we often have the chance to serve the needs of our clients’ children as they, too, look for guidance and assistance.  Whether you are closing in on retirement or just starting out in your career, your best interests are always our top priority, and you can benefit from our more than 100 years of combined experience.

Helpful Content

Jane Bond: Decoding Diversification

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The New Red Scare: Chinese Ownership of U.S. Debt

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.