With your serious freedom as the goal,
we work with you to make your money make sense for you.

We do that through financial planning, investment management and retirement planning services.



Financial Planning

More effectively use your money to live the life you desire.


Investment Management

Meet investment goals through personal portfolio management.


Retirement Planning

Better prepare for life after paid work ends.



Areas of Expertise:

  • Tax Preparation
  • Tax Planning
  • Estate Planning
  • Business Planning
  • Education Planning
  • Insurance Planning
  • Risk Management
  • Cash Flow Management
  • Goal Setting
  • Will (and/or Trust) Facilitation



Let’s plan for some serious freedom.

Get Started