Financial Planning and Investment Advice for individuals and small businesses. As independent financial advisors, we offer no proprietary financial products. We can design a custom financial strategy that fits your unique situation without corporate agendas, sales quotas or company product pushing campaigns. We have freedom and independence so we can focus on one thing... YOU our client. That's how it should be!. Stocks Bonds Mutual Funds Annuities Investment Advice Financial Planning 401(k) Retirement Plans Real Estate Investment Trusts Private Equity Precious Metals Alternative Investments