A FULL SERVICE FINANCIAL CONSULTING FIRM

Today's investment climate offers unprecedented opportunities.

Our mission is to help clients take advantage of those opportunities by providing them with three key tools.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Cindy Havenhill, MBA | CFP^®

As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.

LPL Financial

LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.

Research

Stay informed on the things that could influence your financial picture the most. We offer research and articles.

Have a Question?

Our investment advisors would be happy to answer any questions you have about your financial situation.

Happening Now

Market Insight Monthly | February 2019

U.S. economic data were sound in February, even as confidence fell amid uncertainty from global trade and political headwinds.

A disappointing February jobs report, released March 8, has increased concerns about a slowing U.S. economy among some market participants.