With over 30 years of financial planning experience, you can rest assured that our credentialed professionals are not just "practicing" with your investments. In fact many of our principals and associates are credentialed professionals.Together, we bring a wealth of knowledge, the benefit of experience, and a service-first approach to each of our clients. Individual and businesses alike, regardless of portfolio, receive the same high standard of professional, personalized service at affordable rates. Fee-Based Asset Management - Financial Planning For Individuals - Business & Institutions - Pensions,IRA Rollovers,ROTH - Estate Tax Planning - Insurance Planning - Risk Analysis - Pre & Post Divorce Planning