When you work with a financial advisor, it is important to make educated decisions based on what is important to you. At our firm we believe in sharing financial planning and investment knowledge in straight-forward language. We want our clients to understand the core areas of financial planning to help determine short term and long term investment and retirement goals. The resources provided include useful links on Social Security, education funding and common retirement issues, and calculators for financing and investment.

FINRA, the Financial Industry Regulatory Authority, oversees the people and firms that sell stocks, bonds, mutual funds and other securities. The information contained in BrokerCheck is collected through FINRA's registration process. BrokerCheck is a free tool and the information is drawn from filings by regulators, firms and investment professionals. Check the background of an investment professional through FINRA’s website at http://brokercheck.finra.org/.