I use an educational approach to comprehensive financial planning based on sound strategies and ideas.  My goal is to help individuals, families and small businesses pursue their financial objectives through a disciplined philosophy.  I believe that proper financial planning is a process, not pushing products.

As President of this firm, I believe it important to share these professional commitments to each and every client:

• I do not recommend products based on professional compensation
• I will always provide advice and recommendations that are in my clients' best interests and appropriate for their personal situations
• I will always be transparent in the commission or fee-based compensation that I receive for managing or selecting investments for client accounts 

I have access to multitudes of investment and insurance products as an independent financial advisor, so I will always analyze the specific financial needs, goals and objectives of every client individually, as well as sharing  strategies and solutions that have been the cornerstones of my own personal financial planning over the years.

Thank you for your interest and look forward to speaking with you!

David S. Tronson, President and Founder