Broker Check

Financial Planning

Many individuals, families and business owners looking to grow and protect their wealth are seeking independent companies for their management and guidance. Through our affiliation as Investment Advisory Representatives with United Planners, we are not tied to a single investment manager, mutual fund company, nor any other financial services product and we do not use proprietary products that may present conflicts of interest.

Our guidance is driven by this independence along with a professional and tailored process. We identify what is most important to a client, design strategies to attain and sustain their vision, and put these strategies into monitored motion. The trust and transparency we place in each other is of utmost importance. Through the affiliation with United Planners we may offer the following services.

Financial Planning

Retirement Planning

Education Planning

Insurance Planning

Socially Responsible Investing

Tax Planning

Charitable Giving

Small Business


Distribution Planning

Protection Planning

Social Security

Elder Care Planning

Estate Planning