Working With A Financial Professional
Perception vs. Reality
The Long Run: Women and Retirement
4 Elements of an Estate Strategy
Our Mission Statement
With over thirty years of industry experience, we provide unparalleled service to our clients. Our comprehensive road map ensures your vision and financial goals align. This process eliminates stress and has helped us become the successful advisors we are today.
Download our Free Social Security Ebook!
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.
Our Services
Focused on You
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
"Doug is committed to finding a workable solution for financial planning. He strives to accomplish the goal no matter how challenging. I like a person with a sense of humor, and Doug is definitely number one in that area. He's the best!"
- Luretheia
Designed for You
A New Approach to Planning
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.
"Doug is helping me navigate the labyrinth of retirement. Thanks to him, I am understanding what I need to spend my retirement in comfort instead of instability and concern. Thanks to Doug and to SHARP for helping a guy head into retirement with some deep understanding!"
- Steve Fisher