I've been a client for the past 5 years and have nothing but good things to say about this firm. Kurt Brown and his team provide the best customer service - regular contact, timely response, clear explanations - all at a very reasonable charge as compared to fee-based competition. I heartily endorse them for anyone looking for professional money management. read more
Since 1985 we've had one goal--to eliminate the stress often associated with planning your financial future. That means we provide analysis in language you understand, clear recommendations on what you should do, and straightforward answers to your questions. Learn more about us and our transparent approach to financial planning.