Since our founding in 1971, we have added a wealth of experience to our years of professional education, benefitting our clients with our extensive technical training and our real-world experience. As a fee-based, Registered Investment Advisor, we provide our clients with independent, professional investment management, financial advisory and business retirement plan services. As individuals and as a firm, we are totally dedicated to the welfare of our clients. Nothing is more important to us. Nothing motivates us more. With honesty, integrity and competence, we help our clients achieve their dreams.