We are a family owned, Investment & Benefit Boutique, which handles investments & Benefits for a select group of individuals and businesses.  Many of our business clients work with us on both their group retirement plans and group health benefits. 

We are not all things to all people. We serve a special clientele that values trust, loyalty and a hands on mentoring relationship that unfolds, while working together in our P4 Process.  

 Most of our clients, whether still working, retired or business owners:  

  • Work(ed) hard for their money and take their investing serious
  • Believe in the Golden Rule 
  • Family oriented
  • Concerned about future retirement income, assets, and want help with a defined Road Map
  • Respect and value our firm's P4 Process