Celebrating 11 Years of Helping People Achieve Their Goals.

Plan Now for the Rest of Your Life.

These are the years to enjoy. It's never too    late to plan ahead.

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Knowledge is Power.

Learn new strategies that will help you keep – and grow – your wealth in any economy.

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Simplify, Simplify.

                              -Thoreau

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The Power of Planning. 

Helping you make wise financial decisions and plan for life's events so you can move forward with confidence and security. With our exclusive fee-only structure you are guaranteed the highest level of impartiality, available from few others in the market.

Financial Planning

Secure your future— family, health, job and leisure Learn more>>>

Investment Management

Invest and protect your assets in a way that works for you Learn more>>>

Sudden Wealth

Times likes these call for careful consideration and objective advice Learn more>>>

Divorce Planning

Helping you and your spouse come to a fair agreement faster Learn more>>>

Money Wisdom & Musings

An Afternoon with Purses with Purpose

12 Jun, 2015 Last week we took an opportunity to step away from our desks, enjoy a sunny afternoon and attend the… Read more>>>

Sell In May and Go Away?

12 May, 2015 There is an old saying in the stock market, “Sell in May and go away”. This adage… Read more>>>

Another Way to ‘Buy Local’

12 Mar, 2015 Last Tuesday I had the pleasure of attending the 37th Annual Meeting for Coastal Enterprises Inc… Read more>>>