While most financial counseling firms focus on the accumulation of assets, we approach our clients’ finances from a broader perspective. We focus not just on accumulating wealth, but protecting it. We focus not just on your individual needs, but on your entire financial journey. We focus on you.

Our approach enables us to identify opportunities other companies might—and usually do—overlook. We look for ways to make your money work harder for you and in ways you might never have imagined. We strive to minimize tax liabilities, interest on debt, risk and other potential drains on your wealth.

Ultimately, we want to reduce the amount of time you spend worrying about your money and wondering whether it will be there for you and your family tomorrow. Not through unrealistically optimistic and risky investments, but through a solid, systematic and coordinated approach. Together, our goal is to bring security to  your financial future.

George Abboud
President

Jeannice Cain
Client Services

Dijana Crouch
Client Services

Tracy Mulvey
Insurance Client Servcies

Gail Schutz
Vice President

Ronald P. Schutz, MBA CM & AA
Chief Strategist