The financial plans we tailor reflect the unique circumstances of each of our clients. We pride ourselves on the deep, life-long personal relationships we enjoy with clients. We work with multiple generations in the same family to help transition values and wealth. Our services
encompass financial, education and retirement planning, family legacy planning, risk management, helping clients pass their values on to their heirs, and more.
Portfolios are custom built for each client, with a focus on risk management and long-term performance. Personal investments are designed to be as tax-efficient as possible. Because we are fee-based* and independent, we are uninfluenced by sales incentives or proprietary products. We are guided by a high-level fiduciary responsibility to do what is best for our clients at all times.
A Special Invitation to our Friends and Clients
Faith Middleton, WNPR Radio Show
Bob recently appeared on the WNPR, Faith Middleton Show.
You can listen to his broadcast about 1/3 into the attached podcast.
*Refer to the fee-based disclosures here