Our Services

We look to establish not long-term, but rather life-long, covenantial relationships. All of our services are provided on a "fee basis," except in those instances where a specific product utilization is either not available or appropriate. In any such instance, other compensation derived or charged will be fully disclosed to the client in advance.


  • Investor Coaching & Education

  • Portfoliio Design & Investment Management

  • Retirement Analysis and Strategies¬†

  • Risk Management

  • Outside Speaking and Lecturing (Please contact our office for topics and availability).