Welcome
Invest with Confidence: Financial and Investment Planning
Helping you plan a bright future!
About Us
Planning Futures
A Proven Approach
A Proven Approach
Since 2000, our financial advisors 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 professionals would be glad to help.
A Proven Approach
A Proven Approach
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?
A Proven Approach
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. And you can count on unbiased recommendations and impartial guidance.
Our Team
Principal Advisor (Series 65)
Data & Technical Advisor (Series 65)
Data & Technical Advisor (Series 65)
Jim began this business as a consulting firm with a particular interest in deferred gift planning. He holds a BS in Psychology and Sociology and a Master of Management.
Data & Technical Advisor (Series 65)
Data & Technical Advisor (Series 65)
Data & Technical Advisor (Series 65)
Eric has a BS in Business/Finance and achieved his Series 65 in 2010. He is also a Notary Public (Barkey Notary Serivces) and serves on several boards; including the Harrisonburg-Rockingham Chamber of Commerce (HRCC).
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