Areas of Expertise

We provide a full array of comprehensive financial services.  Feel free to contact Janice for a complementary initial meeting or brief introductory conversation to determine how we might partner with you toward achieving your financial goals.

Janice will work with your family and business to design your personalized financial plan and to monitor your progress on an ongoing basis.  We collaborate as desired with family members, business partners and other financial professionals to ensure that all pieces come together in the most effective manner.  We work with you to implement your financial plan, recommending various strategies and a broad array of financial products for your consideration.