Comprehensive Investment Advisory Services from a Firm You Can Trust

Professionally Manage Investment Portfolios

Assess the Need for Estate Planning

Identify, Plan, and Invest for Future Expenses

What Exactly Can We Help with?

Each family or individual we work with has their own unique financial needs. With our expertise and processes, we typically have a good view of the field to identify risks and things that can expose our clients unnecessarily to excessive risk. Our Team of Investment Advisor Representatives and back-office staff can help. What does this mean? Managing money begins with properly identifying real risks and then diversifying in a conservative manner considering all main forms of risk; the big risk that most do not consider is the loss of purchasing power over time. In addition, investments are difficult to manage. We are happy to help. As a CERTIFIED FINANCIAL PLANNER™, Kenny Green can also help you create a financial plan, which is what we recommend. Even the lack of any plan is, by default, a plan. So, in about the same time it takes to plan a family vacation, we can create a custom plan for you. Thus, relieving many of the stresses of the ‘unknown’.