We help take the stress out of Preparing!  We take the time to get to know you. Your situation,  values, and what's important to you—developing detailed, customized strategy designed to help you reach your long-term goals.

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The right investment approach can help ensure that you achieve your goals. We use a unique, evidence-based method that seeks to protect our clients’ capital while delivering the growth they need.


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We're here to help you begin your journey, check to see that you are you on the right path or you're ready to set sail.  Our retirement planning services are tailored to your specific needs.


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Being prepared for the unexpected is a key to maintaining your financial security and achieving your long-term goals. We provide objective guidance on a wide range of risk-management solutions.

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Message from Michelle

Finances and money management tend to be very stressful for most people. It is my goal to take the stress out of finance by listening to your concerns and goals, educating you, and helping you prepare for the long-term, providing you peace of mind.

I don’t expect you to be an expert in financial matters, retirement planning, or long-term care insurance. That’s my job. With more than 25+ years in financial services, I have seen alot. Not only do I have the expertise to analyze, prepare, and manage, but I also have your best interest in mind and at heart.  I treat my clients like they are my family. I’m here to help and I’m always a phone call or e-mail away.

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