What You Can Expect

Karen and Neill use a macro approach to planning, meaning they review all the individual financial bits you have collected over the years and make sure all are working together towards your dreams and goals. You may currently have micro-advisors -- a CPA, an attorney, an investment professional, a property & casualty person. You've entrusted them with one or two pieces.  Now is the time to make sure all the pieces fit together.

We offer Coordinated, Strategic, and Integrated advice.

Because, you see, it's not about just purchasing the right products, but about having the right strategies in place that allow you to use each product to its fullest.

It's Your World:  Take Control

WE educate you so that, together, a financial blueprint is created which gives you greater control over your money and ultimately your life.