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 

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