Comprehensive Financial Planning

You've worked hard to build your wealth through diligent saving, but you find it difficult to keep up with all of life's demands. As you continue building, it's important to work with a trusted advisor who can provide a more complete approach involving education, management and objectivity to keep you on track. By working together, we can help you with an array of wealth planning resources to help you better understand and manage all areas of your financial life, while helping you grow and protect your wealth. 

We offer a three-tiered financial planning approach: Investment, Tax and Legacy Planning.

By keeping these in balance, you can relax and enjoy!



  • Fee-based money management
  • Mutual fund allocation
  • Annuities
  • IRA/Roth IRA
  • Simple IRA
  • 401k/403b
  • Profit sharing


Tax Saving Solutions

  • Tax defered
  • Tax exempt
  • Income taxable
  • Capital gains/losses

Tax Preparation

  • Tax prep and filing through Effie Trihas, CPA

Legacy Planning

  • Life insurance
  • Estate conversation
  • Probate avoidance
  • Beneficiary designation
  • Long-term care insurances
  • Medicaid strategies


Don't stress another day! Let's talk. We want to get to know you better.

Please contact us for pricing details!