We provide Financial Consultations and assist individuals with the implementation of solid and sustainable Financial Plans- inclusive of: Insurance and Investment Advising, Retirement Planning, Budgeting, Net worth tracking, Goal setting and tracking, Debt management and Financial Therapy.

Yes. As a licensed intermediary for The Guardian Group, we can legally offer the products and services that are available from this Company. *However, it should be noted that we have an independent partnership with that company and our fiduciary responsibility extends to providing all our clients with the most ethical and sound advice even if that means recommending something from another organization.

There is no cost for meeting with us or for us to host a seminar but there is a cost if we don't meet. It could mean that you miss out on a timely opportunity. So, be sure to book an appointment for your obligation-free consultation.

That's a great question! We get paid when you implement the financial plan that is designed by you and one of our trusted Advisors. Specifically, Guardian Group provides compesation to our company when you have agreed to incorporate one or more of their products and/or services into your financial plan.

We have an initial consultation to discuss your financial goals and review what you aleready have in place. Thereafter, we work together to design the best financial plan to fit your needs. Upon agreeing to implement the financial plan and submitting all the routine documents-you will officially become our client.

New clients are seen once a month for the first 3 months. Thereafter, routine portfolio reviews are conducted either every 3/6 months, based on the client's preference. *Please note, the client always has the option-should they need it- to schedule an ad hoc meeting, which will be facilitated at the soonest available date.