Bruce and Karen help clients set a clear and realistic path toward meeting their goals while optimizing their investments.  We commit to providing clients with solid investment advice and uncompromising service.  We serve clients in numerous states, and all types of investors rely on us for investment management discipline and knowledge and to help them achieve strategic investment goals.

We believe this approach is enhanced by our alliance with Securities Service Network, LLC (SSN).  SSN's capability in research access provides tremendous insight into the global investment management industry, money managers, strategies, and global markets.

We provide regular training and education opportunities concerning the ever-changing laws and regulations in the financial and securities industry.

Our personalized service, combined with the extensive resources of SSN, provide you with a complete package to build a comprehensive investment plan.  Though SSN, we offer you access to institutional money management firms and additional risk control, both embedded within a well-diversified, sophisticated investment approach.

Our Mission

Although the financial services industry is subject to constant change, the principles on which we were founded have remained steadfast.

We have remained committed to the simple tenet that the best interests of our clients must take precedence in all decisions.  From data gathering, to analysis, to recommendations, the guiding principle has been to make sure that the client has a clear picture of what is needed, why it is needed, and how their decisions will affect their financial picture.

Giving the client choices and alternatives when providing strategies to help meet their financial needs has been another important factor in our commitment to excellence.  A commitment to provide ongoing quality service has been the cornerstone in our business operations.  Portfolio reviews, our newsletter, and frequent personal contact help our clients to know where they stand with their financial goals and objectives.

The most important ingredient in our success has been the trust, confidence, and loyalty of quality clients. 

Bruce and Karen believe that their ability to provide you with quality financial planning advice and services is dependent on developing strong, trusting relationships.  That is why we focus so much time on education: educating ourselves regarding your situation and then educating you on the various alternatives available for your situation.  Bruce and Karen are committed to providing you with up-to-date financial information and service.

Our Focus

Our Commitment