Broker Check

"As fiduciaries*, we serve our clients without bias and will always do what is in their best interest."
-Brian and Kaye

As the fiduciary* responsible for your financial assets, we are dedicated to acting in your best interest when making recommendations regarding your investment strategies.  That includes making sure your assets are allocated appropriately according to your risk tolerance, time horizon, and stage in life.  Our goal is to build you a roadmap to get from point A to point B, with the least amount of risk possible while comfortably achieving your goals in life and investing.  We will be there for you every step of the way with clear and consistent communication to help support you on your journey.   

<strong>Financial Planning</strong>

Financial Planning

Retirement Planning

Investment Planning

Education Planning

Estate Planning Strategies

Risk Management 

<strong>Investments</strong>

Investments

Bonds & Common Stock

Educational & Traditional IRAs

Roth, SEP & Simple IRAs

Brokerage Accounts

Treasury Bills & Notes

Government Securities

Variable Annuity

*To the extent that we are providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an LFA investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, we are acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.