OUR MISSION: We provide financial planning, investment strategies and risk management to families and business owners from all walks of life who are serious about addressing their important financial goals. We do so through long-term relationships and time-tested financial principles of investing and wealth preservation.
Let us help you with your important financial goals today!!
Member:
IT'S ABOUT YOU!
Are you saving for retirement or for your children's education? Are you a business owner who needs to protect what you've built? Are you planning your estate or ready for charitable giving? Have you addressed the possible need for guaranteed and rising retirement income?
Be sure to take a good look at all of the "About You" pages and the extensive information & educational content in the "Resources" section! We're focusing on planning for-, close to-, and living in retirement. Retirement goals are one of the most important concerns we all share. Whatever your goals are, we can help.
It's all about You - Let's Talk!
A note about the pictures used on this site: We've taken the chance to share ourselves with you! Most pictures used on our site are personal, family and vacation photos. You'll see Big John, Maria, son John, daughter Christi, son-in-law Matt, grandkids Keoni, Jacob & Joshua and more. The vacation photos are from places like Nuevo Vallarta, Turks & Caicos, Florence-Italy, Portland-ME, Monterey-CA, Santa Barbara-CA and others. We hope you enjoy seeing a little of our family as you learn about us!