We believe in a comprehensive approach to financial planning so we offer advice on investments, retirement and college planning, estate planning, insurance, tax planning and cash flow, and we prepare taxes for our full-retainer clients. We also believe high quality, objective advice should be available to middle America and not just to the wealthy.

Our clients range from young individuals and families who are just getting started to retired couples who are managing their nest eggs. Our clients also include widowed and divorced individuals and non-traditional couples. Some of our clients are generally comfortable managing their financial affairs and hire us to "look over their shoulder" or offer advice on specific issues. Other clients seek advice on a full range of financial topics as well as implementation of their plan.