What is a Certified Financial PlannerTM?

To receive authorization to use the CFP designation a candidate must meet education, examination, experience and ethics requirements established by the Certified Financial Planner Board of Standards, as well as pay an ongoing certification fee.

For Individuals

We develop personalized wealth management plans to help you pursue your financial goals. Increase your means through budgets and investment options.

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For Businesses

Our wealth advisors create comprehensive financial and tax plans for businesses and business owners. We tailor our strategies to your business and guide you every step of the way.

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Learn More About the Benefits of Financial Planning.
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Our Process

We want to provide a plan for your situation, whatever it may be. That’s why our process always begins with a one-hour consultation at no charge to learn about you, your ideas, and what you want to achieve financially. We follow up that consultation with our four steps of financial planning: accumulation, distribution, protection, and legacy.


Life can take unexpected turns. Saving money to prepare for those detours is important. By funneling a certain amount consistently, we prepare you for sending your kids to college, retirement, and other big life events.


Retirement becomes a focus for much of our adult lives. Ideally, you will want to replace close to 80 percent of your income in order to maintain the same standard of living. Distribution determines the best ways to accomplish this as the cost of living increases.


Following accumulation and distribution, we focus on protection from debt, estate expenses, and disability. How can we help you protect yourself? Your assets? What can you put in place to protect your children and your estate?


Determining how money will be handled after you’re gone can be difficult. We help guide you through the decision-making process to choose a suitable direction for your assets and estate.

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