About

About Us

We are distinguished amongst other firms because:

We Provide:

Guidance and Direction: We walk our clients through a defined process to help them articulate their goals for the future.
Experience: Our Financial Planner, Roger has over 25 years of experience that allows him to focus on the best interests of our clients. He uses his expertise to create individual customized strategies for every client.
Education: We are dedicated to helping our clients succeed financially, Roger is not only a financial advisor but he acts as a financial coach, and we understand what is important that is why we are devoted to educating our clients. We also offer on-going educational seminars on financial planning matters as well as financial courses at local colleges.

We Are:

Holistic: We take financial planning to the next level for everyday hardworking individuals who are too busy with work and their families to plan for their long term financial needs. We strive to address their needs without over-complicating things.

Service Oriented: Our staff works together to address the concerns of our clients. We are here for our clients and we encourage them to contact us with questions.

We Advise in the Following Areas:

Financial Planning
Wealth Management
Retirement and Education Planning
Insurance Assessment
401k and Employee Benefits
Financial Life Coaching

Our Mission

Our mission is to create trusting relationships helping clients to be aware of their needs and options, to educate them regarding their financial concerns, and to increase their ability to enjoy life.

Our Goal

Our goal is to guide our clients into a deeper understanding of the core values, expectations, and relationships that impact their financial decisions. To do this we take the time to thoroughly get to know our clients and become significantly involved in their financial journey.

Our Promise

Our promise is to live up to our clients’ expectations, by doing so we have maintained integrity, we have built better relationships with our clients and we have a strong commitment to excellence. We provide Direction, Experience, and Education to all of our clients.