WELCOME

The Adviser Group is an independent team specializing in financial planning & financial services consulting. We work with individuals, professionals, and small business owners and their unique needs in areas of financial planning disciplines, including life & health insurance, income taxation, retirement planning, investments and estate planning.

We value your values. We believe a successful financial plan has to reflect your values as well as your priorities. Your needs & objectives, your wants & desires…We can help you get there.

Once the plan is in place, we understand Life Happens! It’s a series of events… challenges & celebrations that can impact the plan’s implementation. We listen to you & make adjustments to your plan as needed. We value your relationship and we are committed to your financial future. 



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My ChFC® Commitment

“In all my professional relationships, I pledge myself to the following rule of ethical conduct: I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.”