Broker Check

Reaching your potential

We’ll help you create a financial plan to reach your ultimate destination.

Contact us today to learn more.

Learn More

Personal and customized financial advice

Every client is unique. We work one on one with you to understand your vision of financial success and help you chart a personalized course.

Connect With Us

A guide for your journey

We’re with you at every step to help navigate the rough waters and unexpected turns life can present.

Connect With Us

Experienced. Knowledgeable. Comprehensive.

Our mission is to empower you to make consistent and informed decisions to take control of your financial future. We’ve worked with hundreds of families over the past three decades, guiding and advising them through change, challenges, and opportunities.

Whether it is comprehensive planning, issue-specific consulting, or asset management strategies, our disciplined financial planning and investment process is designed to help you reach your goals with confidence – one client at a time.

We provide guidance for a lifetime.

Let's Get Started

Don’t hope for the best – plan for it.

"Our greatest potential is realized only when our clients reach their greatest potential."
~ Allan Pelkonen

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Financial Planning

Financial Planning

Comprehensive financial planning will help you define and prioritize your goals, and develop a plan a plan to achieve them.

Learn more
Investment

Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

Learn more
Retirement

Retirement

Defining your vision of financial independence, and designing a retirement income plan will help you create a "paycheck" that can last a lifetime. 

Learn more
Wealth Preservation

Wealth Preservation

A complete financial plan will address enjoyment and preservation of your wealth so you can leave a legacy to your loved ones. 

Learn more
Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Learn More
Contributing to an IRA?

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.
Learn More
A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.
Learn More
Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn More

DO YOU HAVE ANY QUESTIONS?

Thank you!
Oops!

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.
Thank you! Oops!