What Makes Us Special?

The majority of our business comes from ecstatic clients and their colleagues.  This is important because we believe there is no better testimonial of confidence and trust than with warm referrals.

We are also a Women Certified  Business, a designation that signifies a commitment to better understanding and serving female consumers' unique needs.

 Whether you are changing jobs, experiencing a financial windfall, or are simply concerned with better strategic opportunities, we are the source for a different approach to your financial needs.

Our Focus Areas:

•Asset protection - Protecting your most valued assets from unexpected market and life occurrences.  Implementing strategies to help protect your financial legacy before it becomes a challenge.

•Windfall Planning - Whether it's an inheritance or a financially favorable judgment, we help clients determine the most effective strategies for their funds with the safest, most tax-efficient methods available.

•401(k) Rollovers - Eliminating the "hassle factor" commonly perceived with moving your hard-earned assets from employer-sponsored retirement plans is our focus. 

•Tax-Efficient Strategies - Making sure you don't pay a penny more than the law requires. Looking for ways to reduce your current and future tax burden which includes referring you to qualified tax specialists.

• Estate preservation - Coordinating with tax and legal advisors to review your wills and trusts. Preserving your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs.

• Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.