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Over the long-term, planning, discipline and consistency will prove rewarding.
We are an independent financial planning firm providing advice since 1986.
We specialize in risk and wealth management for individuals within 5 years of retirement, or retired.
We are committed to providing quality service and unbiased financial advice drawn from a trusted planning process.
Quality Conversations + Written Plan = Long-Term Relationships
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).Chris and Andrea
I know we have put our trust in you two to ensure our futures are secure.
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