As an independent financial planning and investment firm, we have thousands of mutual funds, stocks, bonds and other investment options from which to choose. It’s important to select only those investments that are well suited to your goals and risk tolerance. It is a part of our job to guide you through these choices. 

There are risks associated with investing in the securities markets including fluctation in principal and value.

Buy or Rent
Is it always smarter to buy a house rather than remaining as a renter? Home ownership has long been “the American Dream”. With current mortgage interest rates at the lowest we’ve seen in a generation a lot of young people see this as an opportunity to participate in that dream but is it the smartest way to go? You’ve heard people say that renting is like throwing your money away. They say if you buy you will at least be putting some of the money that was going into rent towards building up equity as you pay down a mortgage....Read More