Our Services We offer a wide variety of financial planning services. We focus on fee-based financial planning, investment management, insurance, and executive benefits. We help our clients prepare for retirement, fund their children's educations, protect against financial emergencies, and many other things. Our goal is to build a long-term relationship based on respect and results.We do not charge a fee for initial consultations, and will always disclose ahead of time how we are compensated for any work that we do for you. We are committed to complete fee transparency and believe deeply in the value we provide to our clients.