If you're looking for someone to work one on on with you to develop and understand your retirement plan or to help you understand and improve your investment portfolio, then you've come to the right place.. We're fee-only so we don't sell annuities or push wire-house products, instead we take a client centered educational approach. Dave Lough, the principal advisor, besides being a CPA-CFP, was a graduate assistant in Finance and an Adjunct Asst. Professor of Finance and previous winner of a regional stock-picking contest in 1984.

     Would you like to know if you are making the right decisions with your money? You've learned how to measure your heart rate, cholesterol count and blood pressure. You boast of better results at cocktail parties. Now you're ready to take a new look at your fiscal fitness - the ease that long-term financial security brings to life.