Wealth with Integrity

If you’ve ever felt overwhelmed or out of your element when dealing with your financial life – don’t. We’re here to make this easy and accessible!

About Us

Let’s talk about your financial life.

For 30 years, we’ve been helping people navigate the sometimes confusing world of retirement and investments. We get it — there’s a ton of advice out there, and not all of it is meant to help you. That’s why we’re different.

We’re an independent advisory firm with one goal: to act in your best interest. No hidden agendas or sales pitches—just honest, straightforward guidance that puts you first. We believe the more you understand about investing and planning, the more confident you can be about your future.

Why not see for yourself how working with a truly independent advisor feels? Let’s chat and explore how we can help you build the retirement you deserve.

Our Services

Explore Our Offerings

Tailored Financial Solutions

Our Services

Life Insurance

Navigate the complexities of life insurance with our guidance, ensuring your policy fits your evolving needs and financial goals.

Social Security Planning

Maximize your Social Security benefits with strategic timing and integration into your overall retirement plan.

College Funding

Prepare for your family’s future academic expenses with our expert advice on college savings plans.

Long-Term Care Insurance

Protect your future with Long-Term Care Insurance, offering peace of mind for potential healthcare needs in later life.

Retirement Planning

Craft a retirement plan that ensures a comfortable and secure future, tailored to your personal aspirations.

Investment Management

Optimize your investment portfolio with our strategic management services, designed to grow your wealth responsibly.

Your wealth can take you anywhere... where do you want to go?

What Our Clients are Saying

This plan (and Ms. Jarvis) was introduced to me by a friend. I knew nothing about this type of plan. Ms Jarvis worked with me from the beginning in a very understanding, professional manner to make sure I understood the plan and how it works. I don’t think I could find a better person to work with. She continues to provide me with outstanding service. Thanks for all your help.

– ANNIE P

Edie Jarvis has been my financial advisor since 2023. Her professional expertise and personal engagement for my financial planning needs have made the transition as a federal worker into retirement confident, with a safe and anxiety-reducing look into the future. Edie Jarvis is reliable, knowledgeable, and flexible.

With appreciation for her, I have gained great understanding of financing. Her response to my questions and needs for my financial security at any given time has been and remains outstanding. I recommend Ms. Jarvis as a financial advisor to anybody who requires reliable financial planning and education.

Feeling financially safe at this time in my life is essential and health-promoting. Ms. Jarvis has been instrumental in leading me the way.

– ANTJE

What our Clients are Saying

You will be treated courteously and professionally! Products will be tailored, to meet your specific goals and needs. The service you will receive will exceed your expectations!

– MICHAEL FRIEDMAN

We talked to Ms. Jarvis a few years back and she professionally educated us about her different annuity products. being frustrated with what was happening in the financial world and needing some financial stability for the future.

I contacted her again and Edie graciously assisted my wife and me in products that we feel fit our future financial security. She truly is a professional and has kept up on all the latest products. laws and regulations that affect her clients. She answered our question quickly and completely. Thank you Edie for your kind, prompt and professional, service.

– ROBERT G

What our Clients are Saying

Edie Jarvis was very professional and answered all our questions. I was very pleased with our investments. She is always available for our financial needs. I have also recommended her to a few of our friends.

– DORIS R

Edie is so knowledgeable, organized, and compassionate. She has helped me not just with my retirement finances, but also with probate and divorce settlement issues. Her experience and confidence with different investments has strengthened my portfolio more than I expected.

With Edie’s planning, my retirement is within reach. Teaming with Edie was my best financial decision.

– CM

What our Clients are Saying

My experience was extremely positive and helpful. I was treated in a courteous, friendly and professional manner. They offer a multitude of quality financial products and you will be guided to those that fit your personal needs and goals. your confidentiality is always respected.

– MICHAEL F

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