OUR PRIMARY FOCUS IS SERVING AS A HOLISTIC ADVISER TO CLIENTS, OFFERING INTEGRATED TAX, ESTATE, AND PERSONAL FINANCIAL PLANNING IN ADDITION TO INVESTMENT ADVISORY SERVICES.
The only certainty in life and business is change, and managing that change has never been more challenging than it is in today’s economy. Planning for your personal or business financial future doesn’t have to be fraught with uncertainty and stress.
With Active Money Management on your side, your financial life will become a much clearer path to financial success. It is our goal to help you build a comprehensive plan that will flex with your life changes, but ultimately will leave you with peace of mind that you are building a solid financial future. There is no time like the present to get started. Join us as we help people who are serious about their money...to create, grow and protect their estate.
AccountingBookkeeping, Payroll, Payroll Reports, Sales Tax Reports, Monthly Accounting Services and Retainer Services
Retirement PlanningMutual Funds, Fixed Annuities, Variable Annuities, Stocks, Bonds, and Limited Partnerships
Tax & Business PlanningFor Individuals, Partnerships, C-Corporations and S-Corporations; Small Business start-up consulting
InsuranceDisability Insurance, VUL (Variable Universal Life), Life Insurance, Long Term Care Insurance
Estate PlanningLiving Trusts, Charitable Remainder Trusts, Unit Investment Trusts, and Irrevocable Trusts
Computer ConsultingQuickbooks Set-Up, Training, and Phone Support
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.