We are an independent financial consulting firm, located in a wonderful vintage home in Lafayette. Within this house we have created a unique and inviting atmosphere for clients to share their most intimate dreams and desires for their future.
With our level of experience and education, we know that real financial solutions are comprehensive and not product-based. To design a truly personalized, goal-oriented financial plan, we must get to know you – we want to know not only what you want, but who you are.
We enjoy building close relationships with each of our clients, listening to their life stories and relating to them on a personal level. By understanding your values, goals, and dreams, we can create a truly personalized financial plan for you – a plan flexible enough to modify.
In the financial world, nearly everybody offers the same products, but not everybody asks the right questions – questions about the kind of retirement you want, and the kind of life that you want to live. We do ask those questions, and the answers shape our financial planning.
We take our clients’ success personally, motivating them, coaching them, and providing customized planning solutions based on their individual needs and objectives. We invite you to get to know us today and find out if we are the right financial planners for you. Call us or e-mail us … we are ready to help.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, HI, TX and IN