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We welcome the opportunity to put our unique capabilities to work for you.

Our Vision

It is not about where you are . . . it is about where you are going and how you plan to get there. Our role is to provide the best financial route.

Our Statement of Purpose

Provide creative benefits and financial solutions to complex problems clients face today and in the future with utmost attention to detail and service.

You are invited to review our credentials, past experiences, sample financial solutions, outcomes and any other qualifications that interest you. Plus, you'll learn how our objective, unbiased counsel has assisted others.

You've worked hard to earn what you have. Trust our expertise to provide a thought filled forecast and strategic solutions for you to Plan, Manage and Prosper.


204 East Joppa Rd. Suite 202. Towson, MD 21286 410-583-1777. 800-583-1785. 410-583-1701 fax