Mission Statement

At our firm, we focus on helping members of the Y.O.Y.O. economy – as in You’re On Your Own.  

Growing up, both sets of my grandparents owned their own business.  My maternal grandfather had polio as a kid and he and my grandmother sold fruit out of their garage.  My paternal grandparents owned a shop where they sold Native American jewelry, art and fireworks. My dad was a travelling salesman and my mother was a nurse. 

I’ve always been aware of how difficult it is for people without access to sponsored retirement plans to create enough wealth and savings to support them through retirement. When I started my practice, I realized I could help people who were on their own.

Our mission is to help members of the Y.O.Y.O. economy achieve financial independence and feel confident in their financial futures. 

We do this by protecting their ability to earn an income and creating an asset management plan that will generate creating retirement income that lasts as long as they do. We also focus on helping our clients leave a lasting legacy.

You may find yourself on your own because of your profession or life transitions such as a job change, retirement or receiving an inheritance.  You may be on your own, but you don't have to do it alone.  We are here to help.