Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC.
A Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.

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This communication is strictly intended for individuals residing in the states of CA, CO, IL, NC, NJ, NY, OH, OK, PA, TN, 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. By entering this site you agree that you are a resident of one of these states.

Investment Planning

Are you investing? In the right things?



Do you play it safe, fly by the seat of your pants or do you not fly at all?



No matter where you’re at, we’ll figure out your investment personality and risk tolerance and then craft plans that align with your needs, your income and your comfort level.



And best of all?



Take the mystery and stress out of all this.

After all, planning for your future should be enjoyable.

How do the most successful individuals and families get closer to their financial goals?

They create excellent road maps, and then they throw their shoulders back and march down their planned paths, with the confidence required to tackle anything they encounter along the way.

Let’s make you one of those road maps.

Financial Planning
Education Planning

Whether your kids are into reading, robots, Rachmaninoff or rodeo, you likely have funding their big dreams on your radar.



We can talk (and walk) through ways to help make this goal closer to reality.

Your children–and their futures–will thank you.

Profusely.

Estate Planning

Almost no one wants to think about it, nor talk about it. But guess what? We will all, one day, take our last curtain call. Buy the farm, if you will.

The wisest, most relaxed among us digest this reality, and then consider wills, trusts and other estate plans that may help our family members (or friends) sort through and finalize our affairs as we close in on the grand finale of our lives.



Don’t forget–that might include a host of digital assets you haven’t even considered. What happens to your life that’s up in the cloud?



We can help.

 

Is your life drawn towards helping society and helping the planet?

 

Are you more of a Trader Joe’s person vs. Kroger? Solar panels on the roof?

 

Maybe it’s time to sync your personal values with your money?

 

An increasing number of investors are looking at Socially Responsible Investing, which focuses more than just financial statements to pick investments. Should you be a part of the growing crowd looking to do well by doing good?

 

(Your hybrid car may thank you.)

Investing in the stock market involves gains and losses and may not be suitable for all investors. The investment’s socially responsible focus may limit the investment options available to the investment and may result in returns lower than those from investments not subject to such investment considerations.

Socially Responsible Investing