Our factfinding skills have been sharpened over the past 31 years to uncover weaknesses and strengths in your current financial picture. A review of the following documents will allow us to see the entire picture and offer recommendations to best suit your current and future needs.

• Last year tax returns
• Current paystub or P/L
• Investment statements to include employer sponsored plans
• Legal Documents: Will, POA
• Life/LTC/DI policy or annual statement
• Social security statement. Please go on line to www.socialsecurity.gov and download your personal statement.

31 years of a lot of listening and less talking! Our firm wants to know what you think, need, and want. We have very deep avenues of resources for our clients. From CPA’s, estate attorneys, fund directors, life insurance consults, competition and alike. If you need someone to talk out your goals, our firm is a perfect fit.

Listen, converse, and educate.
Accumulate, Preserve and protect.
Very simple mixture that creates an end game unstoppable to reach your goals.