

A Fee-Only Registered Investment Advisor
Financial Planning
Personal Financial Planning
We provide personal financial planning services designed to:
* Determine the optimal lifestyle you can afford
* Determine if you're saving or spending too much or too little
* Determine when you may be financially independent
* Align your resources in support of your goals
* Properly manage debt
* Properly manage cash
* Properly address risk management
* Minimize taxes
* Achieve legacy planning objectives
Business Financial Planning
We provide business financial planning services for retail and manufacturing companies with 5 - 100 employees designed to:
* Optimize cash reserves and cash flow
* Properly manage debt and capital structure
* Determine how much it will cost and how to finance business objectives
* Align your resources in support of your goals
* Properly manage debt
* Properly address risk management
* Minimize taxes
* Achieve estate planning objectives
