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What We Do

Services We Offer

Investment Management

Goals Based Financial Planning

Socially Responsible Investing

Virtual or In-Person Client Meetings

Saving for College

Business Retirement Plans

Life, Disability and LTC Insurance

What To Expect:


Our first step is to learn about you – your goals, values and unique life situation.


Together we collect, organize and review your personal and financial information.


We design a tailored plan to guide you toward your goals.


Moving forward, we implement, review, and adjust as needed.

“Financial planning is like navigation. If you know where you are and where you want to go, navigation isn’t such a great problem. It’s when you don’t know the two points that it’s difficult.”

-Venita VanCaspel

Ready To Take The First Step?

Schedule Now