Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals and aspirations.  We are indpendent financial consultants that are not tied to a specific provider of financial products; and in partnering with Woodbury Financial Services, Inc., as an independent broker/dealer and Investment Advisor, we are able to pool resources in determining your best course of action.  We can analyze your specific needs and recommend a broad array of possible solutions. 

We are great teachers in educating you about why it is important to save early for retirement, the impact of taxes and inflation, and the appropriate investments to consider based on your personal situation. We translate financial jargon into a language that you can understand.

Your goals and priorities are unique, and we will listen to your dreams and design a step-by-step strategy especially for you. Are you changing careers? Expecting a baby? Retiring early? We are with you every step of the way providing guidance and adjusting your strategy to accommodate the many changes during your lifetime. We aim to provide a level of personal service that the best financial planning websites or internet trading services cannot offer. 

Please call us if you have any questions about our firm, the range of financial products and services we provide, or to set an appointment.