Financial Planning & Advisory Services

COVID-19 Update

To our friends and clients:

At this time when the news is dominated by the Coronavirus and financial market disruptions, we want to personally reach out to let you know we are implementing new procedures to ensure the safety of our clients, our staff, and our community. 

To that end, we are following government guidelines by suspending face-to-face meetings.  While this is not optimal, we remain committed to meeting your needs and concerns and will always be available to you by phone and email.

We sincerely hope that all of you remain safe and in good health.

As an independent financial advisory firm, we take pride in offering unbiased product selection and financial planning services to our clients.  We listen to your needs and work with you to design a comprehensive plan to meet your unique goals.  By offering protection through tax planning, insurance and personalized investment strategies, we help you prepare for all of life's stages to give you and your loved ones peace of mind.

Our Finesco Advisor worked with us to develop a long-term plan to help us achieve our goals from college savings to retirement.  We review it annually to make sure we stay on track.  We are confident we are in good hands.