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Who We Are


We don’t sell any products and we don’t accept money from any third parties.  We always place your interest above ours.


Ted has been helping people prepare for retirement for over 14  years and has earned the Certified Financial Planner TM and Accredited Investment Fiduciary TM designations. He also holds MBA and MSF degrees from Walsh College.  


We say what we will do and we do what we say.  If we don’t know - we will find the answer.  If we can’t find the answer - we will tell you so. 

There are always questions to answer, forms to complete, and thinking too! But, our team is always helpful and always nice. We try to make the financial planning process as easy as possible.


We understand the whole money thing can create anxiety.  We don’t judge – we’re here to help.  We also understand the importance of lifestyle issues and emotion in the financial planning process.  Relax!  We understand.


No one cares about your money more than you do.  We are next.  We have enjoyed a special relationship with many clients over the past fifteen years.  We have plotted a course and been together through good and rocky financial markets, through peak earning years, and in the retirement income distribution phase. We meet with most clients two times a year.  Sometimes more – sometimes less, you choose.


No one likes surprises.  We discuss your feelings about risk and reward.  To insure that we are on the same page, we construct and review an Investment Policy Statement that explains our investment philosophy and how we will manage your money. 

Get Acquainted meeting

We offer a complimentary 45 minute “Get Acquainted” meeting. 

Contact Us