Steve & Lance, Certified Financial Planners

When making those decisions that could dramatically set the stage for the rest of your life, seek solid, experienced financial professionals. It may be the difference between achieving your dreams, or simply dreaming. 

Small by design, we deliver with dignity and discretion the direct, personalized service that has vanished from the financial services industry.

As more and more people call themselves "financial planners", finding the right professional to address your needs isn't always easy, and it's hard to know who to trust. 

These days, it is imperative that you work with a Certified Financial Planner (CFP) professional.  CFPs are invididuals who have a demonstrated level of financial planning technical knowledge, have extensive experience in the field, and hold to a client-centered code of ethics. 

Despite its mystique, financial planning* is in many ways simply a return to old-fashioned values and the gracious ways business was conducted years ago. In our way of thinking, a handshake, a cup of coffee, and a good conversation about your financial future will never go out of style.