Helping you plan a bright future!
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.
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.
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.
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.
Heather Barkey is a member of the American Association of Daily Money Managers.