It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Our Approach
At the heart of our mission is a commitment to simplicity—making complex financial matters easy to understand and manage. We aim to bring clarity and insight to every financial decision in your life.
Whether your focus is on retiring on your terms or creating a legacy for future generations, we're here to help. Our straightforward, proven process leads to practical, personalized recommendations tailored to your unique situation.
To ensure you reach your goals as efficiently as possible, we offer a comprehensive range of financial planning and investment services. No matter what phase of life you're in or the challenges you face, our experienced professionals are ready to guide you every step of the way.
Whether your focus is on retiring on your terms or creating a legacy for future generations, we're here to help. Our straightforward, proven process leads to practical, personalized recommendations tailored to your unique situation.
To ensure you reach your goals as efficiently as possible, we offer a comprehensive range of financial planning and investment services. No matter what phase of life you're in or the challenges you face, our experienced professionals are ready to guide you every step of the way.

Brian Rice
President, CEO, CCO Investment Advisor Representative

Sue E Pollack
Managing Director of Operations, Senior Operations Professional

Our Service
Working Together
Your family is important to you. Your family is important to us as well. That’s why we take the time to understand your unique situation—your goals, your needs, the hopes that you have for your children. Together we’ll implement a plan tailored for your unique situation.