WELCOME!

Guidance   Integrity   Stewardship

We are all about helping you understand your investment position.  We offer all prospective clients, a complimentary, educational presentation based on your needs before we ever talk about opening accounts or transferring money.  No matter the amount of your current portfolio, we will work with you to help you in pursuit of your goals.

Whether you are:

  • Accumulating wealth;
  • Investing for income;
  • Solidifying your retirement plan; or
  • Developing a distribution approach to meet your lifestyle (or legacy) objectives.


You will receive honest advise whether we deem that you leave your current strategy as is or conversely, if we see areas where improvements can be made. All of our recommendations will be given from the stand point of what is in your best interest, with a full explanation.

We believe that being a good steward of what we have been given; starts with how we treat you, our client. Our desire is to have a relationship with you for years to come. We maintain that a friend is someone you can trust; and your financial professional should be no different.

Contact us today:

  • If you want a second opinion on your current investment portfolio or;
  • If you are about to embark on Dave Ramsey's baby step 4.