Personal Financial Planning

read moreBut many of us lack the time, know-how and discipline to put our financial house in order- to do the smart thing with our money. That's where a trained professional can examine your overall financial situation, help identify your life goals and help you develop a plan to achieve them.

read moreMore than just keeping a balanced checkbook, cash management includes preparing (and following) a budget, using credit wisely, and keeping the income tax burden to the lowest level possible. Risk of loss of life or property exists. Life insurance can be used to protect a family against the risk of premature death. Disability insurance can protect against the loss of a person's ability to earn a living. Property and casualty insurance can protect our worldly goods against accident and such perils as fire, flood, earthquake and theft.

read moreNo matter where you are in life, it's never too early to start thinking about retirement. We can help you envision what kind of retirement you want and develop a strategy to get there. After building a solid strategy, we'll work with you along the way to make sure you stay on track. Investing is a crucial part of your financial plan. We take the time to get to know you- what's important to you, what you're investing for, and how much investment risk are you comfortable with. We build a strategy that's tailored for you.