We are a hands-on investment managing and financial planning team that takes joy in hard work.

No “broker-ese” spoken here. We promise.

What's Next

What We Are

What We Do

How We Work

Will We Be a Good Fit?

Who’s Working Hard

What’s Next

We’re in awe of people who’ve shown up and given it everything

The folks who’ve provided for their families and saved for the future. We’re excited by people who are thinking ahead to when they retire and want to make sure that they have choices. We understand the responsibility of needing to make smart investments for the people you care about.

We are a hands-on investment managing and financial planning team that takes joy in hard work. The kind it takes to make good lives even better.

From interesting events to inspiring stories – and yes some financial insights too – check out our recent blog posts.

A Message from Kathy Smith

Hi Everyone, I’m writing to let you know that I’m planning to retire at the end of this year. As many of you have done, it’s now my turn to…

For the Love of Dogs (and Cats, too)!

As all dog lovers know, a furry pup can be an excellent companion and protector… not to mention an exceptionally trainable service animal. But, did you know the extent to which…

It’s 5/29 – National 529 College Savings Plan Day!

Since they’ve named a day after it, we thought it would be a good time to provide a rundown on these plans and how the new tax law expanded them.…

Things to Think About When Insuring Your Rental Home

For this “Perspective” post, we asked Carrie Babij, President of the La Quinta based Desert Insurance Solutions, to discuss the insurance needs of rental properties. Whether you are renting your…

What’s Next?

Our business is about relationships, not just numbers. So, we hope you’ll click the button below to start things rolling.

Let's Have Coffee