Welcome!

Our passion is helping others.

​We just happen to have a special gift for helping people to make sound financial decisions.  Our clients include:
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  • widows
  • first responders and military personnel (reduced hourly fees)
  • individuals and families
  • children with special needs
  • individuals and couples going through divorce

We are a partner and walk alongside our clients, helping you to navigate complex financial and legal systems.

Social Security

Need some advice or a second opinion about taking your Social Security benefits? We charge an hourly fee (no strings attached) to consult with clients regarding this important decision. There are hundreds of claiming strategies. You only get one chance to get it right! We can help.

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