Attaining Balance

“Money can't buy happiness, but it certainly is a stress reliever.” -- Besa Kosova

We are a full service financial advisory and wealth management firm.  We can implement strategies to secure all aspects of your planning needs including:

• Asset and Portfolio Management
• Risk Management and Insurance Needs
• Retirement Planning
• College Education Funding
• Small Business 401k's and Group Benefits
• Tax Strategies
• Estate Conservation

Our process begins with an analysis of risk.  We believe that where you don't venture is as important as where you do, and we're ardent believers in Warren Buffet's "Successful Investing Rules" - Rule Number 1: never lose your capital. Rule Number 2: never forget Rule Number 1!

The mathematical laws of compounding dictate that time, plus protection of capital are the only risks that matter!