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Guiding You to Financial well-being


We know that time is a luxury for successful professionals who are focused on career and family. We help free up your time by managing the details of your financial life. Common questions include:

  • How should I pursue my financial goals?
  • How do I make sense of my employee benefits?
  • How much home can I comfortably afford?
  • How much should I be saving for retirement?
  • How do I prioritize paying off debt vs. investing?
  • How much should I save for my children’s college education?

Professionals nearing retirement are many times too busy to do in-depth retirement planning. We work with professionals to make sure all areas of retirement planning are addressed, especially focusing during this phase of their lives on the accumulation of adequate wealth for a comfortable, worry-free retirement.

The transition into retirement can be overwhelming. Furthermore, every insurance agent and broker seems to want to sell you a high-priced annuity loaded with hidden fees and surrender charges. We work with clients to make this transition intelligently over time, using low-cost no-load investments. We also help with the many decisions faced by a retiree.

Gen X and Gen Y Families and Individuals

We develop tailored solutions to help our clients work towards their financial goals. Our focus encompasses the Accumulation, Protection and Transferring of your wealth to future generations to meet your family’s objectives.


Retirees often discover a whole new set of questions about their finances and investments. We provide the resources and guidance so you can feel confident about this next phase of life. Common questions include:

  • Have I accumulated enough money so I don’t outlive it?

  • Can I afford the lifestyle I want to live?

  • How should I position my portfolio in retirement?

  • Do I need to update my estate plan?

  • Should I withdraw from my IRA or taxable investment accounts first?

Military and Shipyard

TSP review and planning. Getting out assistance and career changes.

Small Business Owners

The needs of each business owner are unique. We create an environment that allows you to focus solely on the growth and security of your business. Our wealth management solutions are designed to integrate both your personal and business financial needs via a customized plan to maintain the strength of your business and to work towards personal financial security.

In addition, many small businesses have the desire but lack the skill and time to find ways to help their employees prepare for retirement successfully. We work with countless business owners in providing retirement plan services, risk management consulting, succession planning and estate planning.