- Financial & Investment Services
- Financial Focus
- Certified Financial Planner
- Estate Planning
- Multi Families Planning
- Multi-Generational Family Planning
- Retirement Planning
- Strategic Planning
- Wealth Management
- Wills & Trusts
A financial services firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement. Our desire is to partner with you, balancing tactical advice with innovative strategy. We are striving to change the way relationships operate within the financial industry. Accomplishing this by creating long-lasting multi-generational partnerships.
From The Summit on Hwy 280, cross over the I-459 bridge. At the second traffic light, turn left onto Grandview Pkwy, at the big Marriott. Take your first left on Grandview Pkwy at Grandview Bldg II.