Practical and prudent financial planning for each generation

We consider the whole financial planning picture from a practical and prudent point of view. Young couples growing careers and families, individuals planning for retirement, or seniors in their golden years - each client and each generation relies on our attentive service and time-tested input year after year.

We start by learning about your current financial situation as well as future goals – both short and long-term.

Clients benefit from our team approach to planning. As Certified Financial Plannerâ„¢ professionals, Mark and Larry assist clients by addressing their financial, retirement, and estate planning needs from multiple angles, including taxes, assets and liabilities, monthly budget, and risk tolerance.

We offer three levels of planning services: hourly consultations, targeted projects, and comprehensive plans/projections. Fees vary depending on time and complexity. Initial consultations are always on-the-house.

Please bring as many of these items as possible to your initial consultation:

  • Personal Financial Statement Worksheet (click to download).
  • Last three year's tax returns and supporting documentation.
  • Bank and investment account statements (including pension and retirement accounts).
  • Loan and credit card statements.
  • Life, disability, and long-term care insurance information.
  • Estate planning documents (will, trust, power of attorney, medical directives, etc.).
  • Any other information which will help us better understand your current financial situation and future goals.
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