Our Services


Financial Decisions. Our name says it all. We will assist you in making the best financial decisions to help achieve your goals.

As investment advisors, financial and lifestyle planning specialists, we deal with money management concerns at all stages of life from expecting a new baby to the disposition of an estate after death, and everything in between.

Like a family physician concerned about your physical wellbeing, we look after your financial health with a "fiscal wellness" plan and regular checkups to make sure goals are being reached depending on your circumstances and changing situations.

We can provide the unbiased, objective advice you need and deserve. As well as, guaranteeing complete confidentiality and the highest level of personal service to earn your trust and provide full disclosure with respect to any costs or fees.

Our clients come from all walks of life and many generations of families. New clients are generally accepted by referral only. However, we invite you to call the office at 705-525-PLAN (7526) to determine possible non-referral availabilities