Who We Are

We are an independent financial advisory firm that specializes in Retirement Planning. We help retirees have the quality of life and financial stability throughout their retirement years. As an independent firm, we recommend the best strategies to help you realize your retirement objectives without forcing your investments into a cookie-cutter portfolio. We don’t work for a brokerage firm or a bank, so we are able to recommend what we truly feel will help you live financially secure in any economy.

Unlike many financial planners, we see retirement planning not as a one-time event, but as a “journey” we’ll take with you for the rest of your life. We believe it’s critical to personally get to know each Client – from their financial situation to their health and lifestyle, to their dreams and goals for retirement. With that vital information, we begin the 5-Step 1st Choice Roadmap to Retirement® process. This simple, easy-to-understand process consists of a complete, customized written plan focused on 5 key areas of your financial life:

  1. Financial Review
  2. Income Planning
  3. Tax Planning
  4. Health Care Planning
  5. Legacy Planning

Our Mission

With the clients’ best interest as our beacon, we strive to build the foundation for their personal and financial goals; yet, this is only possible with a perfect alignment of company and client.

Their gain is our gain. Their loss is our loss.

Whether it is the independent and innovative financial strategies or the customer service that is above and beyond industry expectations, when we see the world through our clients’ eyes and our separate goals become one, then we have the opportunity to truly change lives for the better.