About Us
We’ve been helping individuals, families and businesses plan their financial future for over 20 years.
Our firm works with clients to develop clear and objective financial goals, navigate personal financial issues and cope with an investment climate that is always in flux. We provide guidance in the areas of investment planning, retirement planning, insurance protection, legacy planning, education fun…
Investment Planning
Although it may be true that current workers lack confidence that they will have enough money to retire comfortably, it doesn’t mean there…
Retirement Planning
Changes in retirement have intensified issues that future retirees face. Let us help you understand how these challenges could affect…
Legacy and Estate Planning
Whether your total estate is large or small, financial estate planning can help you preserve your assets, manage money...
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Selfridge Financial Design
Many people lack confidence in their financial plans. That's why we created a process that teaches people to interpret their statements so they can confidently spend their time and money on what matters most to them.