About Us
Planning Futures
Since 1999, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Who We Serve
Consumers
Practitioners
Regulators
Financial services consumers, customers and clients can use a COFSP tool for free. They can use the tool to determine if they have access to the objective, unbiased, fiduciary level information and or advisory services they seek in any of fifty states in the U.S.A.
Regulators
Practitioners
Regulators
Financial services regulators at both the state and federal level can receive a license to use a COFSP tool for free. They can use the tool to determine if regulated entities under their jurisdiction provide financial services consumers with access to the objective, unbiased, fiduciary level information and or advisory services they seek in any of fifty states in the U.S.A.
Practitioners
Practitioners
Practitioners
Financial services practitioners can use a COFSP tool for free. They can use the tool to determine if they provide consumers, customers or clients with have access to the objective, unbiased, consumer oriented fiduciary level info and or advisory services consumers, customers, and clients seek from them as financial services professionals in all fifty states in the U.S.A.
Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Client Oriented Financial Services Professionals
Hours
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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