Broker Check


See your full financial picture and make better
decisions about what matters to you.

Asset-Map is a tool that allows you to visualize your complete financial inventory on one page and show progress on your financial goals.
With intuitive mind map-like diagramming, you can see and understand your finances like never before and as a result, make better decisions about your financial future.

Understand your unique situation

The first step is to get to know you, your current financial situation and priorities. We’ll use a tool called ‘The Discovery Interview’ to help streamline the collection of high-level data, identify opportunities and understand any concerns you may have.

Have a conversation and uncover opportunities

Once we learn about your unique situation, we’ll build your custom Asset-Map and visualize your complete financial picture. Reviewing your Asset-Map together allows us to uncover new opportunities that may not otherwise be recognized and quickly identify strategies that may need attention to elevate your financial condition.

Implement a personalized path

Based on your goals and what the Asset-Map reveals, we can make keydecisions together, take action, resolve problems, and ultimately plan a better path for your future. Because we can review your Asset-Map at every interaction, we can quickly track and visualize progress toward your goals.

Click Here to Begin Your Asset Map



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 860-431-3225