Principal

Standing proud gives you an edge. 
So can we.

We are members of the GLBT community, and we formed this practice so you can work with financial professionals who understand first-hand the issues we all face.  Together we bring over 60 years of experience as financial professionals, business consultants, small business owners, and human resource & benefits professionals.  Our goal is to build long-term relationships with our clients, design high quality solutions that help build financial integrity, and provide unparalleled service.  Our dedication to our clients has made our business both successful and fun.  We look forward to the opportunity to work with you!
Newsletters

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

The Long Road Ahead

The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

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