Financial Analysis and Education 

Request a complimentary portfolio review:  

Let's compare where you are vs where you should be?

Request a complimentary tax review: 

Saving 10% in tax = 10% return on investments?

Request a complimentary review of your lifetime income stream:

Have you planned your lifetime stream of income?

Our Services

Click on Relationship Summary tab above to learn the answer to these and other questions:

“What investment services and advice can we provide you?”

“Given your financial situation, should you choose an investment advisory service?”

“How we choose investments to recommend to you?”

“What are our legal obligations to you when acting as your investment adviser?

How else do we make money and what conflicts of interest do we have?”

“Do we have legal or disciplinary history?”

The more informed you are about finances, the more confident you will be in the direction of your financial plan.  

As your financial analyst we educate you on appropriate products and services that will help you accomplish your financial goals and objectives.

Tax Preparation and Analysis

Get the most out of your resources while giving the least amount back to the government.  

As your tax analyst we work with you to help you save taxes now or in the future.





3101 n green river rd., 

ste 830, EVANSVILLE, IN 47715


Asset Management​ and Analysis

Smart Asset Management means investing while controlling risks.  We believe controlling risk, saving fees and taxes, and reacting to the markets are best ways to enhance returns.

As your asset analyst we help manage your assets to accomplish your financial goals and objectives.