Welcome

treeseasonsThank you for visiting our site and taking a few moments to get to know us. Whether you are interested in comprehensive financial planning, retirement plan rollover assistance, investment management, estate planning, small business retirement plans or general investment advice, our professionals can help.

Successful financial planning is not transactional, a one time event. It is instead a long-term relationship founded on respect, trust, and open two-way communication. We listen carefully to your hopes, goals, and concerns and we pay particular attention to your comfort with risk to develop a plan that is as unique as you are.

Everything we do has just one focus – to help you meet your financial goals. We would welcome the opportunity to meet you and learn about your goals as well.

Sincerely,

Richard Schuster J.D., CFP®
Managing Principal                                                                         review

 

Securities and Advisory Services Offered through LPL Financial, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of California, Florida, Illinois, Michigan, Missouri, Montana, North Carolina, New Jersey, New York, Ohio, South Carolina, and Texas.