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Michael P. Black 

Owner, CFP, CDFA

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Julie Berry 

Accounts Manager

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Lisa Campbell 

Administrative Assistant 

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We Have A Few Important Ingredients In Our Blend Of Service Called:

THE FOUR C's

Confidence        Consistency     Competency      Communication


Our Clients Can Be Assured That Their Financial Best Interest Always Comes First

Financial Planning is an important vital step, for you to fully prepare for your future. With over 30 years of professional experience, we believe it is the level of personal service that separates our firm from the crowd. We are an innovative wealth management firm, that provides personalized, customized advice to our clients as we strive to continuously exceed their expectations every day … without exception.

We make sure our Investment Vehicles have gone through extensive research by our firm and due diligence team. We personally visit locations and meet Risk Managers of investments we recommend. We remain independent of recommended investments, this allows us to provide an un-biased selection of Investment Vehicles that would not be possible in a large brokerage firm environment.

We Provide A Plan: 

 

A Financial Map built with top notch Financial Software detailing your Personal Economy and what must be accomplished for you to meet your financial goals.

We Follow-up:

Through scheduled meetings, email, website or Facebook we keep in touch. The foundation of our business is client relationships. We want to make sure you can reach us when you need us. If there is anything we can do to make your financial life successful, we are here to accommodate you.


Client Centered

We Work With You Every Step Of The Way

In Building A Model Plan

That Will Meet Your Individual Goals

Schedule A Complimentary Meeting Today

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