“Our Industry is known for being full of smart people.  But think about it: How smart can we be if we don’t value our reputations above all else?”

~ Excerpt from Cowboy Ethics – Copyright 2014 James P. Owen


We are an independent retirement planning and wealth management firm. We value the relationships we build with our most important asset, our clients. We aim to conduct business in an honest and ethical manner while striving to enhance our knowledge and services for the well-being of our clients.

We offer a diverse selection of products encompassing financial planning, investments, long-term care insurance, life insurance, 401(k) rollovers, retirement planning, wealth conservation and more. After evaluating client needs, we help to find what we believe are the best possible products available based on strength, performance, cost basis and service.

​We believe in a multi-faceted approach, proudly providing a team of financial and insurance professionals with well-rounded expertise and experience.

In addition, we have formed strategic partnerships with other business owners in industries related to ours in which we have confidence working together and referring our clients, including estate planning attorneys, real estate attorneys, property and casualty agents, and more.

Our top goal is to become your trusted advisor and resource, providing effective solutions for all of your financial and insurance related needs.