About Us | Our Philosophy

A person’s financial situation is like a pond with ducks floating in it. Each duck represents an aspect of your financial life that has a dollar sign attached to it, whether an asset or a liability. Like chasing a duck, sometimes it is very difficult to get all the aspects of your financial life in a row.

For the past 40 years, our practice has provided answers to people like you. We help people make smart choices about their money and put their financial ducks in a row. We work closely with our clients to create a better future for themselves and for their families.

Your money should work as hard as you do!

The question is how?
The answer is have a plan!


When you are looking for a qualified person to analyze your financial assets, the analysis should take into account all securities, life insurance, health insurance, real estate, taxes, and so on—everything to do with your financial health. Few people ever set long-range financial plans. There are two reasons for this: either they think that only the very wealthy can afford professional financial planning, or they hire different advisors for different tasks such as real estate brokers, tax professionals, investment consultants, life insurance agents, and so on. These people do not have the expertise to analyze your complete financial picture.

Our practice has the experience to analyze every aspect of your financial health and get your financial ducks in a row, including retirement planning, estate planning, tax planning, insurance, real estate, and investments, and we do it by combining financial planning knowledge with today's best technology.

We would like to help you pursue your financial life goals. Warren Buffett once said,

"Risk comes from not knowing what you're doing."

Allow us to help you better manage your risk by being a well-educated investor. If you face challenges in planning your financial future, we offer the facilities and knowledge required to build an unbiased financial plan.

As Benjamin Franklin said, "Time is money"—yours and mine. Let's spend it wisely!

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This communication strictly intended for individuals residing in the states of AZ,CA,IL,NC,NE,OR,TX,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
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