Why Work With Us?

*Ever heard of a "Fiduciary"? fi·du·ci·ar·y - The highest legal duty of one party to another...being a fiduciary requires being bound ethically to act in the other's best interests. Unfortunately, not everyone in the financial services business is legally required to put their client's interest first. As an investment fiduciary, we do...and not just because we are required to, but because we believe its the right thing to do, and that our clients deserve our professional, objective advice. 

*I love helping people who are serious about their financial future and who want someone to help them make the most-educated decisions with their money.

*We focus on goals-based planning because everyone's life, and what they want to achieve, is unique. The investment strategy we develop is intended to give each client their best opportunity to successfully meet their goals and dreams in a cost-effective and tax-efficient manner. 

Learn More


There is no substitute for a phone or video conversation when it comes to getting answers about your specific questions, unique concerns, and complicated financial situations. 

Have a question in mind?

Free Gift For You: Virtual Education Theater

About Kevin

For our clients, “wealth” is more than just money. It is their ability to do what they want, when the want and how they want.  My role is to help them try to get there. 

Learn more

Women and Wealth

Our goal is to educate and assist women in transition …widows, divorcees or women moving to a new job or career. We believe that each woman deserves to live their lives before and during retirement with confidence and clarity about their long-term financial future.

Learn more

Retirement Analysis

Learn how to maximize your retirement readiness and get the most from your retirement savings. We’ve included other valuable gifts as well on the site!

Learn more

Financial Planning Strategies for Professional Athletes

Fame, big-money contracts, lucrative endorsements and lavish lifestyles are often associated with professional athletes. Unfortunately, so are many stories of “rags to riches to rags” due to poor financial choices made by these superior athletes.

Learn more

Our Services

Financial Services

We offer a range of Financial services, everything from basic financial planning, business planning, education planning and more.

Retirement Planning

Learn about our 6 step plan to set you up for an easy retirement plan.

Are you managing your money in a way that improves your life?

Believe it or not, not everyone does – in fact many people do not. Our Return on Life Index asks you to assess 10 aspects of your life that relate to whether or not you are making progress. We identify areas where you can use your money more effectively to make things better. And, importantly, celebrate the areas where you’ve made progress.

Recent Blogs

A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.