About Us

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We want to be your “personal CFO” and help plan, manage, grow and protect your financial affairs.

Our objective

Our ObjectivesOur mission is not only to safeguard and preserve our clients’ assets, but also to provide an environment that makes our clientele feel at ease with their investments and policies. After helping you to determine your financial goals, we will together design a strategy to accomplish those goals. After a formal plan has been implemented utilizing our 5 step ON Track™ Process, we are inclined to encourage our clients to be proactive in reviewing their plans and portfolios with us. Our chief objective is to help you achieve financial independence, and in doing so, we offer an unparalleled level of customer service and investment management.

Our Value Proposition

Our Value PropositionWe act as the “personal CFO” for small business owners, executives and medical professionals. We understand the stress and challenges of being too busy to focus on both their business and their personal financial affairs, so our clients benefit from being able to spend their time maximizing their earnings potential while at the same time utilizing our financial knowledge and expertise to help maximize their personal net worth and to build their personal financial roadmap that will allow them to achieve their future lifestyle goals.

What our clients receive from the “On Track Process™”




They will have a clear picture of the strategies and tactics required to meet their retirement goals while having a documented plan that implements these tactics and strategies to build a successful retirement plan.

They know exactly the return that they will require on their current and future investments in order to meet all of their financial goals.

They receive on a regular basis investment tracking which, when coordinated with the plan, provides them with an updated picture of how they are tracking towards their goal.

They will have implemented tax effective low risk strategies that will maximize their income and their investments.

They will have the proper amount of insurance in place to cover all of life events and this insurance will be implemented on a cost/tax effective basis.