About Us

gold medallion

Our team has nearly 40 years of combined experience in the financial services industry. Over time, we’ve learned a lot, and the most vital of those lessons is the value of teamwork and the wisdom of precision. Above all it has led to truly knowing, understanding and sensing the needs of our clients.

Our experience tells us people need a sound and sensible plan to reach a comfortable retirement. While the definition of retirement is different for everybody, the goal is essentially to reach the financial independence one needs to enjoy this time of life.

To this end, our role is to not only help you manage and preserve your assets through the wealth accumulation stage of your life, but also to prudently distribute it in retirement for the income you need, and subsequently leave a legacy for your heirs.

To enhance the service we provide to our clients and to provide for every facet of their lives, our team partners and fosters relationships with other professionals and networks, including CPAs, estate planners, law firms and employee benefits specialists.

Together, we enjoy guiding our clients – our friends – through the ins-and-outs of their financial life. We’ve found that connecting on a personal level with you and with each other is what enables us to do our best work on your behalf.

Professionalism is a key to perfectionism.
Yogesh Chauhan