“I like being a financial concierge for my clients, they call me about all kinds financial matters and I serve as an unbiased sounding board and problem solver.”

Wes Shannon, Investopedia

Our Services

We are financial “concierges” for our clients. We not only develop financial plans and manage investments; we also become the “go-to” guys for our clients when they need any type of business and financial service. Over the years we have helped clients find bank financing, real estate services, insurance, mortgages, business valuations, employee retirement plans, vehicle services, college planning, perform costs analysis, and a host of other needs. We maintain networks of other professionals often serving as the “general practitioner” coordinating work with attorneys, CPA’s, bankers, and insurance agents. All of these professionals are important but rarely do they work in a coordinated fashion. Most people appreciate having an adviser working for them to keep all of the advisers on the same page at the same time.  

 

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