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Our Firm

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Our firm's president, Michael J. Robertson, is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is also an Enrolled Agent licensed to practice before the Internal Revenue Service. He works closely with our individual and business clients regarding their financial and tax planning strategies and investment services. Our reputation is built upon a foundation of satisfied clients. Our goal is your complete satisfaction, nothing less. Whether we're helping a client plan for taxes or retirement, preparing financial statements, dealing with the IRS or providing any other financial assistance, we have your best interests in mind.

Michael J. Robertson is a member in good standing of the following organizations.


Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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