Welcome to our financial planning website!


Since 1979 we have helped families on Cape Cod and in Southeastern Massachusetts with their investing and financial planning.  Betty and I pride ourselves in understanding that you are more than just about how much money you have.  You have hopes, dreams, and life goals for yourself and your family.  Our role is to help preserve and protect your family's assets, facilitate transfers among generations, minimizing taxes, fight the impact of inflation, implement a business succession plan, plus a myriad of other financial issues that demand strategic ideas and solutions to help meet your needs.

Over the past 40 years we have developed a planning process to help people like you to fully develop their financial objectives, implement a plan to help them reach their objectives, and monitor the plan to track progress.  Our goal is to educate our clients about the issues that affect their financial well being and help them make sound financial decisions so they can achieve financial freedom.

If you are new to us, please take a moment and review our website!  If you would like to schedule your first meeting or telephone call please click on the “Contact Us” tab above.  Simple complete the contact form and send it to us.  We will follow up immediately!