Tools We Use Along The Journey

We are your financial Sherpa

Our clients come to us at many different stages along their own financial journey. Like the Sherpa who guides and advises the climber through the treacherous trek up the mountain, we understand the importance of open, honest, and non-judgmental communication. We give our clients the tools and knowledge they need to see them to the summit of the success as they define it. We jointly map out the most appropriate and realistic route to get there and determine guideposts along the way as a means to monitor their progress. We provide support and honest feedback along the journey, understanding that ownership of success lies not only in our expertise, but also in client agreement and commitment to make adjustments in behavior and plan when necessary to attain long-term goals.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectivesby developing your personal Route To Financial Success. We will help you execute a sound financial program utilizing the following products and services:

Planning Services

Investment Services

Insurance Services
For Individuals and Families: IRAs Life Insurance
College Planning Full-Service Brokerage Disability Insurance
Tax Planning Alternative Investments Long Term Care Insurance
Social Security Planning Wealth Management Fixed and Variable Annuities
Retirement Planning Mutual Funds  
Longevity (Estate) Planning Employer Retirement Plans  
For Business Owners:    
Tax Reduction    
Business Succession    
Insurance/Benefits Analysis