Client Only Vault

Account Access

Click here to log-in to your Charles Schwab account to retrieve statements and tax documents from the website.

Your Needs

We work with people from all walks of life, providing fee-only financial planning and advice for everyday life. You will have the flexibility to engage us on either a one-time, as-needed, or ongoing basis. Whether you are building assets for the future - or seeking to protect, enjoy, and pass on those you already have - We can help you along the way.

Your financial objectives may include:

  • Ensure retirement income
  • Reduce the burden of taxes
  • Minimize the effects of inflation
  • Create and preserve personal wealth
  • Maximize wealth transfer
  • Establish charitable legacies
  • Reduce the risk of financially devastating events
  • Foster peace of mind through proper planning today

If you are looking for a financial team which is very knowledgeable about the intricate benefit plans of large corporations (such as Fortune 500 companies Kodak, IBM or Corning) . That's where we can help you.

Our staff is qualified to help with the unique planning opportunities these benefit plans present to you, whether you are:



Charitable Organizations 


Contact Us

Set-up a free, no obligation consultation to learn more about how we can help prepare a financial plan for your future.