Fee-Only Financial Planning

• Offering a complete array of investments including stocks, bonds, mutual funds, 

• variable annuities and unit investment trusts.

Education & Information Center

• Market and news updates, articles, newsletters, and multimedia content. Some of

• the professional articles are not available elsewhere. Extensive links to investment 

• companies and account statements.

Investment Portfolio Management

• A highly personalized no-commission, fee-only approach to investment management.

Insurance Brokerage

Independent Fee-Only 

Financial Planning

Our Planning Services

• Independent Advice from our CFP licensee with 15 years experience.

• A comprehensive or "just what I need" approach

• Retirement, Estate, Tax, Investment, College and Insurance planning

• Stock options and early retirement are specialties

• First meeting is at no-cost 

to get specific personal answers or to schedule an appointment

The How and Why of Financial Planning

• Real Life Examples of How Financial Planning Pays Off

• General Information about Financial Planning

• 10 Questions to Ask your Financial Planner

• Stock Option Financial Planning

What You Should Know About Retirement

• Retirement - Planning for an Unplanned Retirement

• Retirement Income Projections - Getting Useful Numbers

• Investment Risk: A Short Course

• Tax Tips for Early Retirement

• Long Term Care: A discrepancy between fact and fiction

• The Changing Face of Retirement

• Insurance Information for Retirees

• Comfortable Retirement

• Long Term Care Insurance-  Smart Ways to Save

• Questions for Your Retirement

Our Free Retirement and Investment Calculators