We are a comprehensive financial planning firm with extensive experience and networking capabilities that allow us to personalize your plan regardless of its complexity. Our company is unique because we focus on the planning rather than the transaction or just gathering assets to manage. Our clients consistently say that they are pleasantly surprised at the comprehensive and extensive nature of the final plan. Our review process is also well oiled to make sure you stay focused on your goals while keeping integrated with current tax law. Strategic Lifestyle Design is our trademarked process that makes us unique in the industry.