We offer comprehensive financial planning and investment management services for small business owners, individuals, and couples. We also help in planning for early retirement and people seeking to become full-time live-aboard boaters or RVers. Our comprehensive financial planning services include debt management, cash flow, savings and investments, retirement planning, insurance and employee benefits, estate and trust planning, education planning, major purchases planning, and tax planning. We first want to understand your life goals and then we work together to build a complete financial plan to help you achieve those goals. Our ongoing services review those plans and make adjustments based on your evolving needs and desires.