About Us
Planning Futures
Since 2005, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. And you can count on unbiased recommendations and impartial guidance.
Partners
Paul Seglund
Paul has significant experience in the Wealth Management arena beginning with Merrill Lynch before becoming independent in 2005. Specializing in Business Owners Exit Planning Strategies and Retirement Income Planning, he enjoys providing solutions and management so you can enjoy your life to the fullest.
