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FINANCIAL PEACE of MIND

through trust and accountability.


See how we can help

Over the long-term, planning, discipline and consistency will prove rewarding.

We're am independent financial planning firm that's been helping clients since 1986. Our focus is on risk and wealth management for people who are within five years of retirement or already retired. Through our trusted planning process, we're dedicated to delivering high-quality service and objective financial advice you can count on.

Quality Conversations + Written Plan = Long-Term Relationships




Our Team

Providing unbiased financial advice drawn from a planning process.

Learn more about us

Our Process

Our process simplifies your finances so you can focus on what matters most.

Let's Plan

Resources

Bookmark this helpful page to reference various financial tools and resources.

Check out our resources


We have been looked after by Vince and Brenda since my first (early) retirement in 2009. Taking the advice of my friend who had been with Vince for many, many years, I contacted Vince upon my retirement at age 57. My first impressions were positive and we have been satisfied and well taken care of through the good years and not-so-good years since then. Looking forward to many more years of financial security with them.

Mike and Audrey

We met with VB to discuss next steps as we head into the retirement focus. It was really good for Andrea to hear from others rather than just me. Looking forward to all four of us continuing to negotiate through the curves, hills and valleys over the next forty years (in one way or another).

I know we have put our trust in you two to ensure our futures are secure.

Chris and Andrea

Having VB handle my financials has been a life-saving experience. Being able to pick up the phone at any time and ask for help when my husband Bill passed away unexpectedly. I felt relief as I did not feel alone having to deal with everything.

Carol

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