Enlightening and educating our clients on the basic concepts of financial planning is one of our first priorities. We believe that the client should become a partner in the process so that, together, we can implement comprehensive financial strategies that take into account ALL aspects of the planning process. Comprehensive financial planning should involve retirement planning, estate planning, investment planning, insurance planning, education planning, small business planning, tax planning, and more. In addition, we operate as an independent firm because we believe that we should be able to advocate any product or strategy that serves the client's individual needs. There are no requirements for us to meet any particular quotas, or to sell any specific products. Therefore, we have the freedom to advise you according to what we believe is in your best long-term interests.Lastly, we offer the personalized service of a boutique firm that has the time to develop a strong and lasting relationship with each and every one of our clients. You are not a small fish in a big pond - with us, you are important and critical to our success, and you are family. It's never too late to start planning for a more empowered, and enlightened future. Contact us for a free consultation and let's get started today.