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.

Learn More

LPL Financial

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

Learn More

Research

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

Learn More

Have a Question?

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

Learn More

Happening Now

Weekly Update—Midterm Rally Buoys Weekly Gains, China Woes Continue

US: S&P 500 Index +2.1%, Dow +2.8%, Nasdaq +0.7% Europe: STOXX Europe 600 +0.5%, German DAX +0.1% France CAC 40 +0.1%, U.K. FTSE 100 +0.7% Asia: Japan Nikkei +0.0%, China Shanghai Composite -2.9%, Korea KOSPI -0.5% Rates/Commodities: 10-Year Treasury yield -3...

Market Update | November 9, 2018

The Federal Reserve (Fed) announced yesterday that it would keep interest rates unchanged, a decision the markets largely expected…