We understand your need to control your financial destiny.
Our personal, comprehensive and objective approach will provide what you're really looking for - peace of mind.
Our Services
In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
Our Publications
Bowling Bumpers – June Commentary
“Chloe and Miles grew up between the same bowling bumpers that encouraged risks, inflated confidence, and prevented consequences.” The quote is from “Rock the Boat” by Beck Dorey-Stein. Ever bowled where bumpers are placed in the gutters on each side of the lane? Rolling a gutter ball is not possible. This makes bowling fun for […]
Special Market Update & Video – “Here Comes the Sun”
When the Beatles’ manager Brian Epstein died in 1967, the band needed to handle more of their accounting and business affairs. George Harrison disliked these duties. He wrote “Here Comes the Sun” after attending a round of business meetings. The song was inspired by the long winters in England which Harrison thought went on forever.
Double-Barrel Shotgun – May Commentary
The rivalry between the Hatfields and the McCoys is one of the oldest and best-known family feuds in American history. For nearly 50 years, violence between the two families raged over who owned two razor-backed hogs that swam in the Tug River, a valley area between Kentucky and West Virginia. Even though the feud ended […]
Special Market Update: “Escalators, Not Elevators”
Why does investing in the stock market feel like taking an escalator up, and riding an elevator down? Rising markets seem to be slow upward climbs, like an escalator; the rise occurs over extended time (months and years). But, a correction or market pullback occurs quickly (days and weeks, or months), like riding an elevator […]
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Commissions or Hidden Costs; Fee-Only
2006
Year Founded
40+
Years of Experience
100%
Client Focused