Welcome to our website!

We want this website to provide our clients, and potential clients, with information concerning our firm and our unique, low-pressure approach to personal and business financial services. We have been operating since 1987 and have been helping our clients understand their finances since day one. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

“Give generously, and in time, profits will flow back to you. But divide your investments among seven or eight places, for you do not know what risks might lie ahead. Farmers who wait for perfect weather never plant. If they watch every cloud, they never harvest. Plant your seed in the morning and keep busy all afternoon, for you don’t know if profit will come from one activity or another – or maybe both.”
Ecclesiastes 11:1-2,4,6