83 US Highway 206
WHAT'S YOUR BEST LIFE?
What's most important to you?
What are your goals, short term and long term?
Where do you want to be in a few years?
HOW WILL YOU GET THERE?
Life's a journey, and we're prepared to ride alongside you with guidance and encouragement along the way.
You are not alone.
LET'S DISCUSS VALUES
We all have them. Did you know that there's a way to align your investments with your values?
We invest our time and expertise to research investment strategies, vehicles, and products. We always want what's best for you.
When you know you're well-prepared, you can make more confident decisions about the future.
We can advise you on a range of issues, from investing to retirement planning to insurance coverage to effective tax strategies and legacy planning.
Whatever your goals, we can help you put together a plan – a plan that's yours alone!
Our short videos are engaging and informative, and they will prompt you with questions to ask your advisor.
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Timing Your Retirement
Our services range from financial planning to investment management. No matter what, though, our focus is always you.
You decide where to meet - our office or remotely. We'll talk about your goals and aspirations. Then we'll talk about strategies to get you there.
Do you want to be financially confident and secure? Have you put off financial planning for too long? Do you have a handle on your finances?
Not having a plan IS a plan. What's yours?
- Jan MacKenzie
Director, Client Relations & Marketing
- Scott MacKenzie
- Eric Vartanian
Certified Financial Planner